Free Stuff

Download our free books and webinars.

Free books

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Why You Need a Financial Adviser

This book contains all the information you need to make informed and intelligent decisions regarding your finances. Clients often tell us that they wish they had heard about professional financial planning years ago because making smarter financial decisions lead to a better quality of life.

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Retirement Options

This guide outlines the different options available to you from your pension funds when you retire. It also provides useful information about the state pension and the benefits available from workplace pensions your employer may have provided for you.

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Lifestyle Planning

This NEW guide introduces Lifestyle Planning. Most people know what financial advisers are for. Something to do with pensions? Something to do with tax? But our REAL value lies in increasing your wealth and quality of life by investing wisely and protecting your assets from the tax man.

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How To Retire

This is our NEW retirement guide. We’ve written this guide to help you consider what you want from your retirement and whether you’re on track to get there or not.

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37 Legal Ways

Learn little-known “have your cake and eat it” solutions which avoid Inheritance Tax whilst letting you keep access and control with this free book, written by Julie Wilson – Chartered Financial Planner and Fellow of the Personal Finance Society.

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Enough?

Using simple step by step instructions, this book will guide you through the process of developing a financial plan and working out exactly how much is 'ENOUGH' for you.

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Planning in Colour

Lifestyle Planning takes financial planning to the next level. Instead of telling us what you want your money to do for you, tell us what you want to do with your money. Whether it’s starting a project, or going on a world cruise. Tell your adviser what you want, and we work towards facilitating it for you. Explore your possibilities and learn what we believe is really important about money.

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26 Pension Must Knows

We've written this guide to simply explain how pensions work and the things you need to think about, whether you want to know how best to save for your future or are approaching retirement soon. If you have substantial assets or complex affairs, we strongly suggest you seek professional financial advice... You'll be glad you did!

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Seminars

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Look Out for our Upcoming Seminars!

They will be added to this section, so keep your eyes peeled!

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Webinars

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Look Out for our Upcoming Webinars!

They will be added to this section, so keep your eyes peeled!

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Free Useful Tools

IHT Quiz

See what you know about Inheritance Tax in our fun quiz!

Take Quiz

IHT Calculator (for a couple)

If you’re married, download and print off this quick tool to help you and your partner identify if you could have an Inheritance Tax Liability.

Download

IHT Calculator (for a single person)

If you’re single, download and print off this quick tool to help you identify if you could have an Inheritance Tax Liability.

Download

Compound Interest Calculator

If you’d like to see how investment growth could impact your long-term savings, use our compound interest calculator and find out!

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It’s all about developing relationships

We’re here to be your trusted adviser and guide. We’d love to arrange a no-obligation chat with you, over the phone or over a coffee.

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