Topic Guides

Topic Guides

We provide easy-to-read, client-friendly guides which are a handy reminder to prompt a conversation and keep your clients informed on various financial topics. These bitesize guides are reviewed to ensure they are up to date with current tax rates and legislation.

We currently have eight Topic Guides available to order and more publications are released throughout the year. If you would like to be notified when a new guide has been released or updated please click here.

All guides are personalised at the top with your company logo and details. A PDF costs just £40 and printed copies are available at an extra cost. Printed copies receive a free PDF.

To view our full price list please click here

SPECIAL OFFER: We offer an annual Topic Guides package, which includes six of the guides for just £100. The guides included in this package are: Home Insurance, Life Insurance, Mortgage, IHT, Pensions and ISAs. Should the guides have any updates within the year of your package subscription, you will receive the updated PDF version at no additional cost.

All costs plus VAT.

For more information, please contact us on 01279 882519 or email – we’re happy to help!

In order to use some of the literature with clients you would need to have the correct permissions.

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