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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.


Investment Basics

16th November 2017 | Audrey | Category: Wealth Extras | 2-3 minute read

View our animation on investment basics.

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Focus on…wealth management market beliefs

26th September 2017 | Audrey | Category: Wealth Extras | 2-3 minute read

Discover the top four market beliefs pertaining to wealth management.

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Focus on…wills

25th September 2017 | Carolyn Gowen | Category: Wealth Extras | 2-3 minute read

An overview of the benefits of drafting a will and why everyone should have one.

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People like you: David and Penny, planning for the unexpected

20th September 2017 | Carolyn Gowen | Category: Wealth Extras | 2-3 minute read

A case study on planning for the unexpected with David and Penny.

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Focus on…budgeting

6th September 2017 | Carolyn Gowen | Category: Wealth Extras

Wondering how to accumulate wealth and spend wisely? Download our infographic covering the basics of budgeting.

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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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