Downloads
We enclose in this section just a few articles and downloads which we think might be useful to you to demonstrate the type of information made available to clients.
Once becoming a client you can obtain access to many more downloads in our client library,press cuttings section or tips from accountants and solicitors.There are presently over 40 articles covering all the six retirement issues
In addition the Financial Services Authority have prepared for the general public a number of no jargon MONEY ADVICE SERVICE (MAS) booklets, written on a non selling basis about some of the main retirement and financial planning subjects.
In our opinion they are excellent way for you to familiarise yourself on key issues.
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Investing in volatile conditions |
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The advantages of drip feeding investments over a period of time |
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Reviewing investments after sharp market falls |
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Clear, unbiased advice from The Money Advice Service |
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An explanation of the big changes to be introduced in the giving of financial advice from 30.12.2012 |
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The Money Advice Guide to making sure you get all the allowances and reliefs you are entitled to. |
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The Money Advice Service Guide on Money Worries |
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A recent victory for a Worcester man reclaiming a six figure sum from NHS Worcestershire |
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A detailed history of equity release |
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I’ve found that when markets are going down, and you buy wisely, at some time in the future you will be happy. Peter Lynch-Renowned Wall Street Investment Manager who beat the S&P500 in 11 out of 13 years. |
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Essential steps of surviving a bear market-Skandia |
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Top Ten golden rules to help you fight off the recession |
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Shares v. Savings. Shares have grown by 6.9% a year over the last 20 years, while cash has grown by just 3.7% a year |
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The Money Advice Service Guide to Insurance needs in retirement |
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Money Advice Service- Your Guide to Equity Release |
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Money Advice Service- Your Guide to Retirement- Pensions |
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The Money Advice Guide- helping you make the most of your money |
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The Money Advice Service- State Entitlements |
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The Money Advice Service- A guide to Saving & Investing as you approach retirement |
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