Client Guides and Digital Magazines

The content of the articles featured in this publication is for your general information and use only and is not intended to address your particular requirements. Panthera Wealth is not responsible for the content or the accuracy of information within any of the referenced external links. Content is provided by Goldmine Media publication.


Browsing 1 - 10 of 16 Client Guides.
Estate and Trust planning

Estate and Trust planning

This guide is designed to give you a basic understanding of Estate and Trust Planning and the issues you may face.

Download Estate and Trust Planning guide

Retirement Resilience

Retirement Resilience

Full guide to taking over the reins and having more control over your pension pot.

Download Retirement Resilience Magazine

Guide to Critical Illness cover

Guide to Critical Illness cover

Don't let a life-changing moment disrupt your home and work life and put a strain on your family's finances.

Download Guide to Critical Illness cover Guide

Understanding Investment Risk

Understanding Investment Risk

When it come to investing, one size does not fit everyone. This short guide talks about the different types of investment risk and how it can relate to returns.

Download Understanding Investment Risk guide

Choppy waters, not full-on gale

Choppy waters, not full-on gale

July/August 2019
Inside, you will find an array of articles about how we can help you further to plan, grow, protect and preserve your wealth. As we all know, the ultimate goal money can buy is financial freedom.

Download Choppy water, not a full-on gale Digital Magazine

Creating the Life You want

Creating the Life You want

July/August 2019
In this guide, we consider the questions you may need to ask to shape your future.

Download Guide to Creating the life You want

Guide to Life Insurance protection

Guide to Life Insurance protection

July/Aug 2019
This short guide will help you plan for a time when you are no longer around.

Download Guide to Life Insurance

Guide to Managing investment risk

Guide to Managing investment risk

July/Aug 2019
This short guide covers the basics of managing investment risk and there is no such thing as 'one size fits all'

Download Guide to Managing Investment Risk

Wealth Preservation

Wealth Preservation

May/June 2019
Inside our guide, we look at the number of key areas that will enable you to put in place an effective protection planning strategy to preserve and protect your wealth for you and future generations.

Download Wealth Preservation Digital Magazine

The Final Retirement Countdown

The Final Retirement Countdown

May/June 2019
If you are aiming to retire within the next five years, it’s time to get into the mindset of considering the practicalities of fulfilling your desired lifestyle and making plans.

Download The Final Retirement Countdown Guide


Paul has helped me achieve financial security for my future by detailed planning and discussion about my financial needs for both necessary living costs and to achieve the more enjoyable things in life which are on my 'wish list'. This has meant that now I have retired I can live the lifestyle I wanted to attain, even after the early death of my husband. During the weeks following my bereavement Paul was unfailing supportive and quick to outline the impact this would have on my finances and future lifestyle and reassured me that my financial affairs were in order and on track. This removed a very big concern during a very difficult time.

A Different Way to Manage Wealth

 
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