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Financial Advice

The world of financial services can be confusing and overwhelming, as there are so many different (and changing) aspects to consider. We hope that our mini-site will help to explain things clearly for you, so that when you come to see us you will understand a bit more of the jargon we use and what it all means.

Find out more about financial planning products including information on life assurance, pensions, investments, health insurance, and taxation

Financial Calculators

Help manage your finances

Please visit our dedicated mini site to use the financial calculators listed below.

Pensions - Calculate maximum allowable pension premiums, future fund values etc.

Taxation - Income tax, inheritance tax and car benefit taxation calculators.

Mortgages - Calculate maximum borrowings and the effect of the interest rate. Compare repayment and Investment based mortgages.

Investments - Calculate future values based upon monthly, annual and single premiums.

Financial Planners - Life Insurance and Pension Audit calculators.

Helpful Video's

What is Inflation?
- takes an in-depth look at inflation, exploring its causes, effects and how it can be controlled. 

What is Absolute Return?
- examines the key characteristics of absolute return funds as well as their risks and benefits within an overall investment portfolio.

Why invest for the long term?
- explains why clients should take a longer-term view when it comes to investing and the importance of seeking professional advice from a Financial Adviser.

The videos above have been provided by Cazenove Capital Management.