×

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.


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.

Read more…


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.  

Read more…


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?

Read more…


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.

Read more…


2016 Autumn Statement

25th November 2016 | Alex | Category: Wealth Extras

Our take on The Autumn Statement.

Read more…


Exploring your options, high net-worth women

Exploring your options

13th October 2016 | Carolyn Gowen | Category: Podcast | 27 minute listen

What are the investment options for high net-worth women – where can and should you invest your money, aside from in funds?

Read more…


How can you find a good financial adviser?

22nd September 2016 | Carolyn Gowen | Category: Podcast | 25 minute listen

Carolyn Gowen et al. join Sarah Pennells, founder of the Savvy Woman website to talk about financial advisers and how you can find one you can trust.

Read more…