Information

Financial Planning can at be times be a rather daunting and confusing subject. With this in mind, we have put together a number of fact sheets which provides basic information on various subjects which you may find useful, such as pensions including income drawdown, investments and inheritance tax planning. There are also a number of websites with useful information. The information contained within these fact sheets are factual and should be used for information purpose only and were correct at the date of publication  and  based on our understanding of legislation, which may now have changed.

You can also access some useful information including factsheets and calculators on the Money Advice Service website, which is;   https://www.moneyadviceservice.org.uk/en

We recommend that you seek the advice of an independent financial adviser before proceeding with any investment or product purchase.

Please click on the titles to download the factsheets

Investments

Investment Trusts

Personal Pensions April 2016

Products

ISA’s April 17

Investment Platforms

Newsletter’s

December Newsletter

Budget July 2015  

Budget 2016  

April 2017 Newsletter

Complaints Policy

Useful websites

Pension Tracing Service

National Savings and Investments

Money facts

Creating your own lasting Power of Attorney -This is a government website