Free Guides

Download one of our free resources

Please see below our selection of guides available for download.  They are free to download so click to find out more.

Insurance Cheat Sheet

You’ll have a good idea about what sort of life you want your family to live after you’re gone. But, do you know how you’re going to give it to them? Putting the right Insurance in place mans that you’re….

How Long Will My Retirement Last?

This is a guide which explains that life expectancy is not the most likely date of death. How many people know that their most likely date of death is commonly six or seven years greater than their life expectancy? The….

A Guide to Wealth Protection

This is a non-technical guide aimed at helping individuals understand how to go about protecting their wealth and their long-term futures. It covers basic life assurance and critical illness policies explaining how these remain the bedrock of financial planning i.e…..

The Retirement Income Guide

Are you nearing retirement? If you are heading towards retirement, just about to retire or already in retirement you will face crucial decisions about how to organise your income. These will be amongst the most important financial decisions you will….

A Guide to Pensions and Divorce

A guide examining all the issues surrounding how to deal with a pension for individuals going through a divorce. The conclusion is that anyone going through a divorce needs to be especially careful to appraise the pension position and subsequent….

The benefits of using an Independent Financial Adviser

If you are looking for help with your money or for Financial Advice or Financial Planning – you will be faced with a number of choices about how to access this advice or help. You can possibly use the internet,….

The Importance of Good Investment Performance on your Pension

This guide is published for your use to demonstrate the value pension fund performance has on the eventual pension pot. In amongst all the discussion of greater pension freedoms and the general, recently announced, changes in legislation this is a….

How to invest for income in a low interest rate environment

This guide will outline how investors can approach investing for income in an environment of low interest rates. The guide includes an appraisal of the different income options investors have and explains how asset allocation techniques allow investors to seek….

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