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 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 end of tax year planning

As the end of the tax year approaches, now is the perfect time to ensure you have your financial affairs in order and to double check you’ve taken advantage of all the tax-efficient allowances available to you.

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 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 Home Insurance

​Home insurance protects your property and belongings from unexpected events like natural disasters, theft, and accidents. Understanding its basics ensures you have adequate coverage and peace of mind.​

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.