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Financial Planning Guides

Guides & Case Studies to help you make informed decisions

Free expert Guides and real-life Case Studies

Simply click on the ‘DOWNLOAD’ button and enter your details to receive an instant copy via email.

 

Guide to Divorce and Separation

Unravelling joint finances can be difficult. We’ve created this straightforward guide to help divorcing and separating co-habiting couples to decide on the best way to divide up what they own and manage their individual finances moving forward.

Case Study: Over £400k Inheritance Tax Saving

If you’ve been putting off your Estate Planning for a while now then this Case Study is a must-read! Mrs D was referred to us at age 90 by her daughter. Our strategic planning saved her over £400k that would have otherwise gone to the taxman. Click download now to find out what we did.

 

DISCLAIMER: Please note that the resources on our website are for informational purposes only and are not advice. You should discuss your requirements with an Independent Financial Adviser before taking action in relation to Financial Planning.

Case Studies outline the actual results that we have achieved for genuine clients of Innes Reid Investments Limited who have consented to the publication of their story and approved its content. Full names have been withheld and stock imagery has been used to protect their identities.

Reviews and Ratings for Financial adviser Mark Reidford, Chester
The Financial Ombudsman Service (FOS) is an agency for arbitrating of unresolved complaints
between regulated firms and their clients. Further details of the FOS can be found on its website:
www.financial-ombudsman.org.uk
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