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Wealth Extras

We have created a range of helpful information to provide fuller understanding of how financial planning can help you to achieve your life goals and peace of mind. Click here to see the full range of publications, videos and podcasts.


Focus on…capital gains tax (CGT)

9th August 2017 | Elaine McErlean | Category: Wealth Extras

An overview of CGT facts in our new infographic for you to download here.

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Focus on…our investment philosophy

29th July 2017 | Carolyn Gowen | Category: Wealth Extras

Want to know more about our investment philosophy?  Find out more here…all on one page.

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Focus on…pension tax relief

29th July 2017 | Elaine McErlean | Category: Wealth Extras

Did you know there are 2 ways of receiving pension tax relief?  What is salary sacrifice?  Click the Read more button and download our new infographic to find out.

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Trustee investment and administration service

19th July 2017 | Carolyn Gowen | Category: Wealth Extras

Read our new briefing note on how we help trustees with the construction, administration and ongoing management of investment portfolios.

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People like you: Geoff and Sarah planning for life

7th July 2017 | Carolyn Gowen | Category: Wealth Extras | 2-3 minute read

The first in our new series of case studies for people like you.  Find out what how we worked with Geoff and Sarah and their planning for life by downloading here.

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Route to a plan

9th June 2017 | Carolyn Gowen | Category: Wealth Extras

  We use the same tried and tested process when all our clients embark on their planning journey with us.

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People like you: where we provide the most value

26th April 2017 | Carolyn Gowen | Category: Wealth Extras | 2 minute read

Years of experience have led us to focus on the characteristics and common issues of the type of client with whom we work best and where we provide the most value… Click here to download and learn more.  

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Six key values that financial planners provide

Six key values that financial planners provide

20th April 2017 | Carolyn Gowen | Category: Wealth Extras

How do we bring value to our clients?

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Choosing the right adviser

Choosing the right adviser

7th April 2017 | Robert Lockie | Category: Wealth Extras

If you are not as confident as you would like to be about making important financial decisions and if getting things wrong would have a big impact on your lifestyle, you may wish to consider engaging the services of a professional financial adviser.

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2016 Autumn Statement

25th November 2016 | Audrey | Category: Wealth Extras

Our take on The Autumn Statement.

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