Retirement planning, explained
What your money will actually pay you, for how long, and what it takes to stop worrying about the answer.
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12 pages
ISAs, explained
What an ISA actually is, which type does what, and the handful of choices that decide whether yours works.
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12 pages
Inheritance tax, explained
What inheritance tax is, how it is worked out, and the choices open to you, so you can decide what is right for your family.
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12 pages
Buying your first home, explained
What you actually need, what it really costs, how the process runs, and where first-time buyers most often come unstuck.
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12 pages
Your money and your business, explained
For business owners whose money sits in the company. How to take it out, protect it, and plan an exit.
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13 pages
Pathway videos
1:55
Are you investing in the most suitable manner?
Michael Hammond
,
Financial Planner, Colchester
How we match your investments to your goals, timescale and appetite for risk.
1:54
How do you pass down wealth to the next generation?
Fred Easlea
,
Financial Planner, Hadleigh
Giving in your lifetime, what to leave behind, and the timing of both.
0:41
What should people focus on when thinking about retirement?
Amanda Taylor
,
Senior Financial Planner, Wigan
The handful of decisions that shape a retirement, and when to make them.
1:53
Are you saving enough for your future?
James Grey
,
Financial Planner, Battle
What your future actually costs, and whether today's saving gets you there.
1:53
Are you making the most of your money?
Michael Hammond
,
Financial Planner, Colchester
Where money quietly sits idle, and the simple changes that put it to work.
1:43
Are you making the right decisions about your home and mortgage?
Martyn Allen
,
Mortgage Adviser, Bognor Regis
How your mortgage fits the rest of your plan, not just the best rate.
1:42
Would your family be OK if you were no longer here?
James Grey
,
Financial Planner, Battle
The honest look at what your family would face, and how to protect them.
1:15
How do you approach more sensitive conversations, such as protection or legacy planning?
Fred Easlea
,
Financial Planner, Hadleigh
Taking difficult subjects slowly, and starting with what matters most to you.
1:02
How do you help clients feel confident about their financial future?
Martyn Allen
,
Mortgage Adviser, Bognor Regis
A clear picture of where you stand, and a plan that connects it to your goals.
Important information
The information contained in the videos on this website is for general information and educational purposes only. It does not constitute personal financial advice, tax advice or legal advice. For financial advice please speak to one of our financial planners.
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