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Useful Links

 

Fund Information:

 
 
Up-to-date fund information, including unit trusts, investment trusts, pension funds, life funds, Venture Capital Trusts and Exchange Traded Funds.
 
 
Independent fund research and ratings for open-end and unit trust funds, life and pension funds, and investment trusts. Screen and rank funds and generate in-depth portfolio reports using the Morningstar Portfolio X-Ray.
 
 
Standard & Poor's fund database. Contains up-to-date information on most funds available worldwide. This site requires registration, and some services are subscription only.
 
 
Comprehensive site covering most listed UK securities. Provides prices, commentary and technical information. Also, an extensive sections on personal finance.
 

 

Financial Services

 
 
Find a local Independent Financial Advisor near you.
 
 
Independent Financial Advice for Medical and Dental Professionals.
 
 
 

Retirement Planning

 
 
Preparing for and financing your way through retirement
 
 
 

Web Design

 
 
Innovative design and multimedia solutions.
 
 
 
 
 
 

Recent Financial Topics

 

I am a psychologist working for the NHS and privately. I am not contributing into a pension as I am investing my earnings into furthering my career - but I am getting worried about the future.

I'm a 45-year-old professional who rents and has no pension - should I worry? Steve Webb replies
04/12/2023 01:00 AM

The uPVC windows are less than half the price - but many of our neighbours have wooden ones and we're worried not doing so could make our house worth less.

Should we get uPVC double glazing or will expensive wooden frames boost our home's value?
04/12/2023 01:00 AM

A new report by Policy Exchange said more aspiring homeowners should be able to commission and build their own houses amid the cost-of-living crisis.

Reforms are needed to make it easier for young people to buy a home to restore faith in capitalism, ministers are warned
03/12/2023 08:57 PM