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Knowledge Centre

Creating the Life You Want

Shaping your future and preparing for the road ahead

Critical Illness Cover

Don't let a life-changing moment disrupt your home and work life

Estate Preservation

The importance of making early plans

Estate & Trust Planning

Helping you plan for your future and your family's future

Income Protection Insurance

Would you still need a monthly income if you can't work?

Investing for a Childs Future

How to ensure your children or grandchildren get the best financial start in life

Investing For My Future

Your opportunities. Your wealth. Your legacy.

Investment Diversification

Investing in an unpredictable world

Investment Insights

Staying focused on long-term economis and market expectiations

Life Insurance Protection

Thinking about the unthinkable

Managing Investment Risk

There's no such thing as 'one size fits all'

Pension Freedoms

How will you turn your pention into money you can use?

Planning My Retirement

How can I guarantee the kind of retirement I want?

Setting Financial Goals

How to create financial goals you can actually achieve

The Financial Retirement Countdown

Time to review your financial plans with a financial check-up?

Wealth Preservation

Place your future in experienced hands

Help Video – Personal Finance Portal (PFP)

How to set up your Personal FInance Portal

Business Agreement Form

Business Agreement Form

Client Agreement Form

Client Agreement Form

Trust Agreement Form

Trust Agreement Form

Due Diligence Statement

Due Diligence Statement

Letter of Authority Form

Letter of authority to send to providers

Monthly Income & Expenditure Report

Client monthly income and expenditure report

What to Bring to Your Meeting

What you need to bring to your initial meeting

H&W Smartmoney May/June

It's more important than ever to stay the course

Covid-19 FInancial Guide

Looking after you, your family and business during the coronavirus pandemic

H&W Smartmoney – March/April

Planning for Tomorrow: Will my retirement income be enough to live comfortably?

Want to know a little more before you get in touch?

Read about our Holistic Financial Planning
Explore our Fees
Get to know more About Us
Meet The Team

What next?

Call us on 01865 407755 for an initial chat to see how we can assist you we look forward to hearing from you.