Client Guides and Digital Magazines

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Browsing 1 - 10 of 42 Client Guides.
Year-end Tax Planning
New Year New Start

New Year New Start

Welcome to our first edition for 2021. In a year of renewal, hopefully we’ll see a world that is steadily returning to normal, while also rapidly accelerating into a transformed future. Enjoy our new year digital guide here.

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Take it the Max

Take it the Max

The pandemic has unleashed changes that seemed unthinkable only six months ago. Along with the health, safety and well-being of family, friends and loved ones, the new normal has also highlighted the need for financial guidance and support during this turbulent period. Read our in-depth Smartmoney guide.

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Post COVID-19 Retirement Planning

Post COVID-19 Retirement Planning

The pandemic outbreak and resulting financial fallout have caused considerable financial stress for many, making it difficult to decide about how and when to retire. Read our in-depth guide to understand your options.

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Guide to Getting my finances in order
Guide to Pensions on divorce

Guide to Pensions on divorce

If you're going through a divorce, dividing up any pensions you have will usually be one of the largest financial decisions you need to make. Read our short guide to understand your options.

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Preserving your Wealth

Preserving your Wealth

Welcome to our latest issue. A return to how life was at the start of 2020 is some way off. Even now that lockdown restrictions are starting to be eased, coronavirus (COVID-19) will continue to affect our lives in many ways.

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The effects of COVID-19 on Retirement planning
Environmental, Social and Governance (ESG) Investing
Securing your financial future

Securing your financial future

Welcome to our guide to Securing your financial future. Life can throw unexpected events and surprises at us when we are least expecting it, as we've witnessed with the coronavirus outbreak. This guide covers all the areas worth knowing to protecting the most important things in life should the worst happen.

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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.

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