EZINES

Here are our financial factsheets; please feel free to view/download any of these free of charge.


 


Smart Money January/February 2017

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eSmart Money January/February 2017

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Guide to new year wealth planning

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Guide to 2016/17 year end tax planning

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Guide to 2017 Investment outlook

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November/December 2016 Website Content Bundle

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eSmart Money November/December 2016

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Guide to wealth management

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Guide to the investment matters

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Guide to professional financial advice

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Smart Money September/October 2016

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Smart Money September/October 2016

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Smart Money September/October 2016

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Smart Money September/October 2016

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Smart Money September/October 2016

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Smart Money May/June 2016

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eSmart Money May/June 2016

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Guide to retirement planning

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Guide to LISAs

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Guide to Budget

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Guide to New State Pension

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Smart Money March/April 2016

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eSmart Money March/April 2016

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Guide to inheritance tax planning

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Guide to pension changes

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Guide to wealth preservation

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Smart Money November/December 2015

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eSmart Money November/December 2015

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Guide to Wealth Preservation

Download Wealth Preservation (PDF)

 



Guide to Income Protection

Download Guide to Income Protection (PDF)

 



Guide to Investing for Children

Download Guide to Investing for Children (PDF)

 



eSmart Money September/October 2015

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Guide to retirement

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Guide to new cashflow modelling

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Guide to equity release

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March/April 2015 Website Content Bundle

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eSmart Money March/April 2015

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A Guide to New Pensions Freedom

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A Guide to New Individual Savings Accounts

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A Guide to Pension Consolidation

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Inheritance Tax

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Individual Savings Account

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Retirement Planning

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Pensions Lifetime Allowance

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Pension Freedom

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2014 Economic Outlook

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Asset Allocation

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Wealth Perspectives

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eSmart Money November/December 2014

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A Guide to Retirement Planning

Download Smart Money (PDF)

 

 


A Guide to Asset Allocation

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A Guide to Inheritance Tax

Download Smart Money (PDF)

 

 


A Guide to Estate Preservation

Download Smart Money (PDF)

 

 


A Guide to Auto Enrolment

Download Smart Money (PDF)

 

 

 


Watson Financial Ltd is an appointed representative of CAERUS Financial Limited, Building 120, Windmill Hill Business Park, Swindon, SN5 6NX, which is authorised and regulated by the Financial Conduct Authority and is entered on the FCA register (www.fca.gov.uk/register) under reference 497604.
Registered in England & Wales number: 06986949. Registered Office: 1A Fore Street, Bridestowe, Okehampton, Devon EX20 4EL.

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