Downloads

To place all our documents here would take time away from looking after our clients, however we hope you find the following of use!

• R85 Tax Form (71kb PDF) - Uploaded on 02/05/2008
• Tax Reclaim Form (97kb PDF) - Uploaded on 23/09/2008
• Redundancy Concerns (1143kb PDF) - Uploaded on 30/03/2009
• Reasons to Use an IFA (213kb PDF) - Uploaded on 30/03/2009
• Protection Guide (110kb PDF) - Uploaded on 30/03/2009
• Letter of Authority (6kb PDF) - Uploaded on 15/05/2009
• State Pension Forecast (1094kb PDF) - Uploaded on 12/08/2009
• R40 Tax Form (93kb PDF) - Uploaded on 12/08/2009
• 10 Investment Rules (535kb PDF) - Uploaded on 18/09/2009
• Company Brochure (976kb PDF) - Uploaded on 04/03/2010
• Risk Graded Portfolio Service (1886kb PDF) - Uploaded on 10/03/2010
• ISA Guide (124kb PDF) - Uploaded on 30/06/2010
• Risk Questionnaire Investment (230kb PDF) - Uploaded on 06/07/2010
• Annuity Guide 2010 (585kb PDF) - Uploaded on 06/07/2010
• IHT Guide 2010 (827kb PDF) - Uploaded on 06/07/2010
• Summer 2010 newsletter (311kb PDF) - Uploaded on 06/07/2010
• Our Investment Process (274kb PDF) - Uploaded on 06/07/2010

Links and useful resources

• FSA Money Made Clear
• The Pensions Service
• Department for Work and Pensions

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