These informatitive financial guides and factsheet are for you to download and read at your leisure, these provide general information on a wide range to topics that you may find of interest. These factsheet and guides are general in nature and do not constitute any form of advice. Please click the download PDF button for your complimentary copy. If you have any further question or would like to discuss in greater detail please get in touch.
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Creating a strategy for your investments that match your goals
Planning for one of the biggest social challenges in the coming years
Make sure you don’t run out of money or face a reduced standard of living
Uncovering what really matters to you is the key to the planning process
Fraudsters employ increasingly advanced psychological tactics to persuade victims to invest
Portfolio building requires different characteristics to evaluate
Nine in ten Britons are in danger of financial hardship – so what cover do you need?
Getting the date right can help you reach your destination sooner
Deciding what to do with pension savings – even if you’re still working
Steps you could take to increase your eventual income
Have you accumulated multiple plans that need reviewing?
Top reasons people gave for not taking out protection
Many individuals find the Inheritance Tax rules too complicated
Giving people much more control over their pension savings than ever before
Have you utilised all your year-end tax planning deadline opportunities?
Healthier lifestyles and feeling happier about financial planning for retirement
Identifying multiple risk profiles for multiple goals
Friday November 02, 2018
“A goal properly set is halfway reached”. Zig Ziglar The key to building wealth Our life is an endless series of daily choices, and how we manage those choices determines the outcome of our life. We all want financial freedom, but how will we achieve it? Financial goal-setting is the key to building wealth. There …
Saturday June 30, 2018
Traditionally when retiring an annuity was purchased providing income throughout life providing longevity protection with over 700,000 pension holders accessing their pots, 17% of which have purchased some form of an annuity, not that surprising I hear you say. However, annuities purchased from existing providers (clients not using open market option) are still hovering around …
Monday April 30, 2018
There has been much discussion within the financial advice sector on the term “insistent client” ever more so with regards to Defined Benefits transfers and how this should be approached. Let me nail my colours to the mast from the outset. There is no place for “Insistent client” within the Financial Planning Profession for the …
Monday March 19, 2018
Don’t let global uncertainties affect your financial planning for the years ahead. The overall direction of developed stock markets is a relentless and continual rise in value over the very long term, punctuated by falls. It’s important not to let global uncertainties affect your financial planning for the years ahead. Individuals who stop their investment …
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The information contained within this site is subject to the UK regulatory regime and is therefore targeted primarily at consumers based in the UK. This website is designed to provide you with general information only and does not attempt to give you advice on any particular investment or to recommend any particular investment to you. If you have any doubt as to whether a particular investment is suitable for you, you should contact Advanced Asset Consultants Limited on 0141 331 2434.