With our compliments...

An investment in knowledge pays the best interest

We are passionate about helping people with their financial affairs. We want everyone to be able to improve their financial knowledge and personal well-being through the easy access of accurate and relevant information. 

 

Our complimentary guides are free of charge for you. Please read and share these guides and be mindful of the warning note below. We can only improve our service and proposition with your help and comments, so all we ask of you, is to give us your feedback by your preferred medium (website , facebook, twitter, email etc) and don't forget to share these guides with your friends who might also find them useful.

 

We believe that the best service is provided through personal, face to face advice. If you need our help, please make an appointment to come and see us.


Creating the life you want

Featured this month our twenty four page guide to creating the life you want. Having a clear financial plan linked to your lifestyle goals is essential, whether this is working out ways to build an investment portfolio, set up a business, retire early or leave your wealth to your family. We'll ensure that your strategy encompasses an overall total wealth solution so you can plan for the life you want.


Critical Illness Cover

Our complimentary four page guide to Critical Illness Cover.  Don't let a life changing moment disrupt your work or home life.

Client Matters - Wellington Wealth Magazine - Critical Illness Cover - IFA Glasgow

Understand Investment Risk

Our complimentary four page guide to Understanding Investment Risk, one size does not fit all.

Client Matters - Wellington Wealth Magazine - Understanding Investment Risk - IFA Glasgow


Setting investment goals

Our four page guide to Setting Investment Goals.  Securing your financial future - solutions to help you meet your investment goals.

Client Matters - Wellington Wealth Magazine - Setting investment goals - IFA Glasgow

Tax Matters

Our  four page guide to Tax Matters 2019/20 key changes you need to know.

Client Matters - Wellington Wealth Magazine - Tax Matters 2019/20  - IFA Glasgow


Life Insurance

Our complimentary four page guide to Life Insurance Protection.  Planning for a time when you are no longer around.

Client Matters - Wellington Wealth Magazine - Life Insurance Protection - IFA Glasgow

Managing Investment Risk

Our complimentary three page guide to Managing Investment Risk.

Client Matters - Wellington Wealth Magazine - Managing Investment Risk - IFA Glasgow


Tax Year End

Our complimentary four page guide to Tax Year End Planning 2018-19.  Key tax and financial planning tips.

Client Matters - Wellington Wealth Magazine - Year End Tax Planning 2018/19 - IFA Glasgow

ISAs

Our complimentary four page guide to Individual Savings Accounts.  The little allowance with big potential.

Client Matters - Wellington Wealth Magazine - ISAs - IFA Glasgow


Retirement Planning

Our twenty four page guide to Retirement Planning.  Planning ahead for the financial future you want.


Lasting Powers of Attorney

Our  four page guide to Lasting Powers of Attorney.  Preparing in advance of vulnerability and incapacity.

Client Matters - Wellington Wealth Magazine - Lasting Powers of Attorney - IFA Glasgow

Shareholder Protection

Our four page guide to Shareholder & Partnership Protection.  Good health and good business.

Client Matters - Wellington Wealth Magazine - Shareholder & Partnership Proctection - IFA Glasgow


Later life care

Our complimentary four page guide to Later Life Care.  Planning for one of the biggest social challenges in the coming years.

Client Matters - Wellington Wealth Magazine - Later Life Care - IFA Glasgow

Grow your wealth

Our complimentary sixteen page guide to How to Grow your Wealth.  Creating a strategy for your investments that match your goals.

Client Matters - Wellington Wealth Magazine - How to grow your wealth - IFA Glasgow


Wealth Creation

Featured this month our twenty four page guide to wealth creation - plan for the life you want.


SIPPs

Our four page guide to Self Invested Personal Pensions.  Take greater control of your retirement plans for the future.

Client Matters - Wellington Wealth Magazine - SIPPS - IFA Glasgow

Protection

Our twenty page guide to Protection Planning.  Prepare for every possibility.

Client Matters - Wellington Wealth Magazine - Protection Planning - IFA Glasgow


Asset Allocation

Our four page guide to Asset Allocation.  Reflecting your future capital or income needs.

Client Matters - Wellington Wealth Magazine - Asset Allocation - IFA Glasgow

Protecting yourself from scams

Our four page guide to Protecting yourself from Scams.  Don't let a lifetime's savings and investments be lost in moments.

Client Matters - Wellington Wealth Magazine - Protecting yourself from scams - IFA Glasgow


ISA Transfers

Our four page guide to Individual Savings Account Transfers.  Looking to boost the funds in your tax efficient account?

Client Matters - Wellington Wealth Magazine - ISA Transfers - IFA Glasgow

Investing

Our twenty two page guide to Investing.  Creating and maintaining the right investment strategy to secure your financial future.

Client Matters - Wellington Wealth Magazine - Investing - IFA Glasgow


Inheritance Tax

Our complimentary four page guide to Inheritance Tax. Safeguarding more of what is rightfully yours for future generations.

Client Matters - Wellington Wealth Magazine - Inheritance Tax - IFA Glasgow

Retirement Planning

Our complimentary twenty page guide to Retirement Planning. Creating the opportunity to enjoy your life after work.

Client Matters - Wellington Wealth Magazine - Retirement Planning - IFA Glasgow


New Year Tax Planning

Our complimentary four page guide to New Year Tax planning. The key changes to existing policies and newly introduced initiatives.

Client Matters - Wellington Wealth Magazine - New Year Tax Planning - IFA Glasgow

Stockmarket Turbulence

Our complimentary four page guide to Stock Market Turbulence.  Don't let global uncertainties affect your financial planning for the years ahead.

Client Matters - Wellington Wealth Magazine - Stock Market Turbulence - IFA Glasgow


Lifestyle Planning

Our twenty two page page guide to Lifestyle Planning.  Help you create the life you want.

Client Matters - Wellington Wealth Magazine - Lifestyle Planning - IFA Glasgow

Income Protection

Our four page guide to Income Protection.  Financial resilience and peace of mind for individuals and households.

Client Matters - Wellington Wealth Magazine - Income Protection - IFA Glasgow


Pensions & Divorce

Our complimentary four page guide to Pensions & Divorce.  Breaking up is hard to do.

Client Matters - Wellington Wealth Magazine - Pensions & Divorce - IFA Glasgow

Year End Tax Planning

Our complimentary four page guide to Year End Tax Planning.  Don't miss the chance to make the most of valuable tax efficiencies and allowances.

Client Matters - Wellington Wealth Magazine - Year End Planning - IFA Glasgow


Estate Preservation

Our complimentary eighteen  page guide to Estate Preservation.  Passing on your wealth in the most tax-efficient way.

Client Matters - Wellington Wealth Magazine - Estate Planning - IFA Glasgow

SIPPs

Our complimentary twenty  page guide to Self Invested Personal Pensions.  Putting you in control of your financial future.

Client Matters - Wellington Wealth Magazine - Self Invested Personal Pensions - IFA Glasgow


Wealth Planning

Our complimentary twenty four page guide to Wealth Planning. Re-assess your financial plan and put in place a strategy to achieve your aims and objectives.



WARNING NOTE:

The content of these guides are for your general information and use only. They are not intended to address your particular requirements. The content should not be relied upon 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 their particular situation.

 

We cannot accept responsibility for any loss as a result of acts or omissions taken in respect of the content.

 

Thresholds, percentage rates and tax legislation may change in subsequent Finance Acts and is current at the time of publication. Levels and bases of, and reliefs from, taxation are subject to change and their value depends on an individual's financial circumstances.

 

Always consult an independent financial  adviser (IFA) about your personal circumstances, objectives and aspirations.

 

It could make a wealth of difference