Guides
Comprehensive, step-by-step guides written by our advisers. Download them for free and use them to prepare for major financial decisions.
The Complete Guide to Retirement Planning
By Edwin Snapper, Chartered Financial Planner
A comprehensive guide to planning your retirement, covering everything from understanding your pension options to creating a sustainable income strategy. Includes worked examples, checklists, and practical next steps.
- Understanding your pension options (annuity, drawdown, combinations)
- Tax-free lump sum strategies
- State pension and how it fits your plan
- Building a sustainable income through retirement
The First-Time Buyer's Handbook
By the Veracity Mortgage Team
Everything you need to know about buying your first home, from saving for a deposit to picking up the keys. A step-by-step guide that covers mortgage types, costs, and the entire purchase process.
- How much you can borrow and affordability checks
- Understanding different mortgage types
- All the costs involved (deposit, solicitors, stamp duty, surveys)
- Step-by-step timeline from offer to completion
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