Financial Resources

In this area I have a growing number of really useful free downloads, which will help you with organising your finances as well as having a better understanding of investment options available.

If you have purchased The Money Plan™ book, then you are also able to download the resources mentioned in this book.

Some free downloads  you would expect to find include:

Compelling Vision Worksheet – This free worksheet will help you to determine your financial goals.

Debt Organiser – This spreadsheet helps you to organise your debts.

Pensions vs ISA vs GIA – This guide lays out the differences between Pensions, ISA’s and GIA, and helps you to determine which one is most suitable for your investment.

Guidance on Buy to Let Tax Changes – This guide covers the recent changes in the buy to let taxes.

HMRC PPP Relief Letter – This download is a template letter for you to send out to the HMRC to get PPP tax relief.

To access the free downloads please complete the form below, and you will be sent a link to the downloads page.

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