Guides

We know that some areas of financial advice can seem complicated, so our handy guides can make it feel less overwhelming. We’ll help you get to grips with specific topics, such as tax planning, investing, life insurance and more.

An Introduction to Equity Release

​Equity release enables homeowners aged 55 and over to access the value tied up in their property without selling it. Understanding its basics helps determine if it's suitable for your financial needs.​

An Introduction to Tax Planning

While our taxes go towards providing the important services we all rely on, such as the NHS and schools, no one needs to end up paying more than their fair share. This guide takes a look at the current tax allowances and exemptions that we are entitled to and how to maximise their use in meeting our individual financial goals.

An Introduction to Life Insurance

Although life insurance probably isn’t at the top of many people’s ‘to do’ list, it’s arguably one of the most important financial products anyone can take out, and one of the best ways of protecting your loved ones financially. This guide explains the different types of cover, how much cover you might need and lists the top tips about life insurance.

An introduction to finances for women

Understanding and managing personal finances is a crucial step towards financial independence and long-term security. For women, taking control of their money isn’t just about budgeting, it’s about empowerment. A solid financial foundation provides greater freedom, security and the ability to navigate life’s uncertainties with confidence.

An Introduction to Receiving a Windfall

Throughout life, many things can have a significant impact on your financial needs and plans for the future, including receiving a sudden windfall. As your life journey progresses, you will need to adapt to an endless list of variables such as:

An Introduction to Investing

As we move through life, events such as marriage, property purchase, starting a family, starting a business, retirement and inheritance impact our financial needs and plans. This guide focuses on investing, about why you should invest, your attitude to risk, diversification and strategy, and why it’s important to take a long-term view.