A video for your clients looking for ideas and inspiration around how to invest their savings for income.
The life assurance video is a classic expression of why life assurance remains the number one priority in any client’s financial affairs.
A great video to attract or support your business clients, showing how financial planning is ultra-relevant to those people in business on their own account.
This video will explain that cash flow modelling is about testing long-term scenarios, and allows you to make informed decisions about tax, protection, investment structures, asset allocation and priorities
This video explains why advice is crucial in a world of complicated financial considerations. It also shows how an adviser’s expertise adds value.
This video will show your audience how drawdown works, and why Drawdown is an option that needs to be used diligently and with skill applied.
This video shows your audience the the Importance of Asset Allocation and Diversification in Everyday Investing. The video focuses on key points such as why managing risk is the most important aspect when you invest.
This video will show your audience why Estate Planning is not simply about saving tax, and how experienced and qualified help can make a huge difference
This video will show your audience how to optimise returns on your pension plan, looking at key points such as strategy and why working with a pension specialist can pay handsomely.
This video will work for any accountant seeking to engage with clients and prospects at the point they are starting out in business. It’s goal is to show why using an accountant from the get-go makes perfect sense.
A video aimed at all business owners, regardless of their stage, explaining the importance of long-term planning towards an exit.
A video explaining all the things a director needs to be concerned with when it comes to their income and pay.