Guides

Time for some light reading

We realise that there may be times when you want to find out some information first before picking up the phone, and so we have produced a series of guides on some specific areas of financial planning.

We hope that you will find the guides useful and that they give you some information to think about, but it is also important that you discuss your individual circumstances in more detail with an experienced independent financial advisor.

A Guide to Financial Planning during a Relationship breakdown

This Guide to Financial Planning during a Relationship Breakdown is designed for anyone who is in the process of getting divorced, separating or going through a relationship breakdown, or if you are assisting somebody who is.

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A Guide to Financial Planning for Retirement

This Guide to Financial Planning for Retirement is intended for anyone who is approaching retirement or thinking about how they will fund retirement in the future. It is never too early to start preparing and speaking to a Financial Planner can set you along the right path.

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A Guide to
Paying for Care

This Guide to Paying for Care is intended for anyone who is in care or about to enter care, or for those acting on behalf of someone who is. It can be a daunting and emotional time and so having access to the right information and advice is extremely helpful.

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A Guide to Defined Benefit Pension Transfers

This Guide to Defined Benefit (DB) Pension Transfers is intended for someone who is a member of one or more Defined Benefit Pension schemes and is considering a transfer from their scheme to another arrangement. This guide should provide some useful background information to help decide if the transfer is suitable for them.

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A Guide to Comparing Defined Benefit and Defined Contribution Pensions

This Guide to the Comparison of Defined Benefit and Defined Contribution Pension schemes is intended for anyone who has a UK pension scheme and is wondering exactly what pensions they have and whether they are in the right schemes for them.

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