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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

 

How can you make financial gifts to your family safely, without the risk of the local authority coming for the money many years later?

Debt-ridden councils are demanding you hand them cash gifts you gave to your children - even if it was 20 years ago. Here's how to avoid this hidden trap and protect your money and family
26/10/2025 07:58 AM

Rachel Reeves has been planning to charge big shops higher business rates to subsidise lower levies for smaller ones.

Spare us from retail rate hikes, beg UK grocers
26/10/2025 06:36 AM

Sizewell is just one in a programme of investments in UK energy infrastructure including liquefied natural gas, hydrogen storage and gas from the Irish Sea.

Centrica boss has bold plans to back British energy projects - but will strategy pay off?
26/10/2025 06:32 AM