In this area I have a 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.

Please complete the form opposite to be take to the downloads page.  This page contains the following useful resources:

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.

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