Our guides

 

Download our free comprehensive Financial Planning Guides packed with the latest news and information to keep you up to date with the ever changing financial markets.

 
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Our guides

Our guides provide insight on a wide range of financial matters.

Please note: these files are for reference only. Financial rules and regulation are constantly being reviewed and therefore are subject to change. Contact us to receive the updated information on any financial planning matter.

 

Economic Review APRIL 2019

Our monthly economic review and outlook.

Property MARKET Review APRIL 2019

Our monthly property market review.

Newsletter - SPRING 2018

Our Spring Financial Planning Newsletter

 









COMPANY BROCHURE


Our company brochure which gives you an idea of the ethos behind the business. Unbiased advice focused on advising you not selling you a product or investment. Our charges are based on the advice we give and not a percentage of your investment.

IMPORTANT INFORMATION ABOUT OUR SERVICES FOR CORPORATE CLIENTS

Information about our services for small and medium sized businesses and their associated costs.

IMPORTANT INFORMATION ABOUT OUR SERVICES

This document will give you more details about our services and a guide to the cost of these services. Our costs are based on your individual needs and are usually fixed monetary amounts rather than percentages of investments

Tax Infographic 2019/20

Helpful, easy to read, single page summary of the key 2019/20 tax rates and allowances.

SPRING Statement 2019

Review of Philip Hammond's 2019 Spring Statement.

GUIDE TO FINANCIAL PLANNING

The Chartered Institute for Securities and Investment's six step guide to financial planning, the approach to planning used by Lothbury advisers.

 

we are a member of tenetconnect

We are an appointed representative of TenetConnect. This brochure briefly explains what this means and the benefits this brings our clients.

 

an introduction to equity release

A brief introduction to Equity Release, including the different types of mortgages available, the costs, and some of the features and safeguards available to protect you and your family. 

 

guide to protection

Our easy to read guide to the different insurances that are available to provide protection against illness and death for you and your family

 

cost planner - remortgage

Use our cost planner to make sure you have budgeted for all of the costs when you come to remortgage

 

Cost planner - house purchase

Use our cost planner to make sure you have accounted for all of the expenses of buying a house

 

A Guide to mortgages

A guide to the different types of mortgages, the different types of interest rates, and some pointers to be aware of when taking on possibly the biggest financial commitment of your lifetime.

 

CONTACT US TO DISCUSS A FRESH APPROACH TO FINANCIAL PLANNING.

 
 
 
 
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