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Get informed about your finances and find out how financial planning and investment management services can help create a more secure financial future for you and your family.

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Are you at a life stage or moment in your life?

Are you looking for more information on the key issues that could be facing you at this point in your life? Read our helpful guidance on where you might be in your life, or stories that could related to you.

Life stages

Where are you in your life?

Get informed about what you need to know about your finances at this point in your life and find out how financial planning and investment management services could help you.

Life moments

Has something happened in your life?

When there is a change in your life, such as retiring, inheriting money or planning for later-life care, it can be valuable to speak to a financial professional to protect your wealth.

Tools to help you

Use one of our calculators to answer your financial questions, such as how much money will you have for your retirement and will your estate be liable for inheritance tax?

Pension Contribution Calculator

Find out how much you will need to save each month to provide you with a sustainable income at retirement.

Inheritance Tax Calculator

Get an estimate of your Inheritance Tax (IHT) liability on death.

Drawdown Calculator

Find out how much you money you will have for your retirement and how much you can draw upon for a sustainable income.

Latest insights

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Which type of savings account is right for you?
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16 May 2024 | 7 min read
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Spokesperson & Chief Analyst
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When will interest rates go down?
By Rob Morgan
Spokesperson & Chief Analyst
27 Mar 2024 | 7 min read

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