All of our April financial guidance factsheets are available to download below. Each one focuses on a different financial aspect to help guide you when setting and reaching your financial goals. If there is anything you are unsure about, or would like further information, all of our independent financial advisers offer a free initial consultation and you can contact your local IFA here.

Investing for Life’s Journey

Your investment goals will change throughout the course of your life. And depending on which side of the coronavirus financial equation you’ve been on, the last year has been possibly the strangest year ever for your investments.

Download Factsheet here

Pension Consolidation

Consolidating pensions means bringing them together into a new plan, so you can manage your retirement savings in one place. It can be a complex decision and could have a significant impact on your retirement.

Download factsheet here

Critical Illness Cover

If you were diagnosed with a critical illness, would you be able to cope financially? It’s easy to think ‘I’d cope, that’ll never happen to me’ but most of us know someone either directly or through friends and family that has been affected.

Download Factsheet here

The content of the article featured is for your general information and use only and is not intended to address your particular requirements. Articles should not be relied upon in their entirety and shall not be deemed to be, or constitute, advice. Although endeavours have been made to provide accurate and timely information, there can be no guarantee that such information is accurate as of the date it is received or that it will continue to be accurate in the future. No individual or company should act upon such information without receiving appropriate professional advice after a thorough examination of the particular situation. We cannot accept responsibility for any loss as a result of acts or omissions taken in respect of any article. Thresholds, percentage rates and tax legislation may change in subsequent Finance Acts. Levels and bases of, and reliefs from, taxation are subject to change and their value depends on the individual circumstances of the investor. The value of your investments can go down as well as up and you may get back less than you invested. Past performance is not a reliable indicator of future results.