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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.

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.

Why You Need a Financial Planner

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.

An Introduction to Inheritance Tax

We've written this guide to simply explain how inheritance tax works and the things you need to think about. This guide will help you pay less tax, keep more cash, and completely transform your life. Hopefully this little guide can help you get one step closer. Having everything completely under control and knowing that you do is priceless. Not only for yourself, but for your loved ones left organising your affairs.

The Essential Guide to ISAs

ISAs are a vital part of many financial plans. If you’d like to see how they fit into your wider plan and which type of ISA would best suit your goals, please request this guide.

Pension Consolidation

Pension consolidation is when you combine two or more pensions into a single pot. You may decide to do this as you approach retirement or during your working life for a variety of reasons. Request this guide to discover why consolidating your pension could make sense, as well as the reasons why it may not be right for you.

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!

Look Out for our Upcoming Seminars!

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

Look Out for our Upcoming Webinars!

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!