OUR RESOURCES

RESOURCE CENTRE

We want our clients to be in the know about key topics associated with their finances and lifestyle. Here you will find a series of resources to help you make the most informed decisions. We have partnered with Money Alive to bring you free access to their impartial, educational videos.  With our video resources, each financial topic is explained by a ‘box-set’ comprising of several short episodes.

We want our clients to be ‘in the know’ about key topics associated with their finances and lifestyle. 
That’s why we’ve partnered with Money Alive to bring you free access to their impartial, educational videos.

Each financial topic is explained by a ‘box-set’ of videos comprising several short episodes.
This box-set explains the importance of making and reviewing a will as well as some of the key considerations you need to keep in mind.

Unfortunately, scams are always changing and increasing. By recognising these we hope that you will be more aware of how people can target your money.   If in doubt, always seek impartial advice from your Financial Adviser. 

We have joined the Financial Vulnerability Taskforce, a newly created independent and inclusive representative body supported by the Personal Finance Society.

Its ultimate purpose is to promote greater understanding of vulnerability, encourage appropriate behaviours and establish good practice amongst personal finance professionals in respect of people who find themselves in vulnerable circumstances. You can download the Consumer Guide below

What are Power of Attorneys and why are they important?  Find out more about the different types and when and how you can use them.  Help on the considerations, and the qualities you should look for in an attorney.