Alongside our blogs, vlogs, and newsletters, we’ve created a series of practical guides to help you take control of your finances.
Whether you’re navigating a major life change, planning for retirement, or wanting to make your money work harder, our guides are here to support you.
Best of all, they’re completely FREE and available to access at any time on our website.
Here’s a quick look at what each guide offers:
Women’s Guide: Tailored financial advice to help women manage budgeting, savings, pensions, and investments, no matter what stage of life they’re in.
Life Changes Guide: A resource for navigating key life milestones, like marriage, starting a family, or buying a home, with tips on saving, insurance, and investment strategies.
Retirement Toolkit: Clear, step-by-step advice to help you understand your pension options, decide when to retire, and plan for a secure future.
Divorce Toolkit: Guidance through the financial aspects of separation, from dividing assets to creating a new financial plan for your future.
Estate Planning Toolkit: Help with wills, trusts, inheritance tax, and more, ensuring your wealth is passed on to your loved ones in the most efficient way.
Ready to take the next step? We’d love to hear from you!
Book an appointment via our bio, and let’s start planning for your financial future.
Explore the guides here: www.magentafp.com/resources