We summarise the important ins and outs out products: from the very simplest (life insurance, savings accounts and unit trusts for example) to the most complex of topics such as Behavioural Finance, structured products and Venture Capital Trusts.
 Where the subject is particularly lengthy — pensions and IHT planning for example — it's divided into component parts. You can then use those component parts as building blocks for the production of your own guides.
None of the articles are biased towards any product provider, nor do they contain advice, money-saving tips, 'best buys' or special offers. There's a bare minimum of jargon and each article is structured correctly and free of ambiguity.
Articles
are updated as and when necessary and new articles and guides are added
and available for download free of charge whenever we find a subject
that should be added or we’re asked to write an article by a member
of the library.
How many clients and would-be clients understand what it takes to become a financial adviser? This informative guide can help you get that message across...More
Most
of the stuff your clients really want to know about IHT planning isn’t
easily found — at least not all in one place. This guide gathers the
loose ends together and explains the subject of IHT and IHT planning
in the briefest and simplest of terms...More
If you have clients who want to know more about the general subject
of financial advice, this is a good place to start...More