Our Videos

IFA Titles

Investing For Income

A video for your clients looking for ideas and inspiration around how to invest their savings for income.

Find Out More Here


Life Assurance

The life assurance video is a classic expression of why life assurance remains the number one priority in any client’s financial affairs.

Find Out More Here


Financial Planning For Business Owners

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.

Find Out More Here


Cash Flow Financial Planning

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

Find Out More Here


Benefit of Independent Financial Advice

This video explains why advice is crucial in a world of complicated financial considerations. It also shows how an adviser’s expertise adds value.

Find Out More Here


Income Drawdown

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.

Find Out More Here


Asset Allocation and Diversification

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.

Find Out More Here


Estate Planning and Inheritance Tax

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

Find Out More Here


Pension Investing

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.

Find Out More Here


 

 

Accountant Titles

How Your Accountant Can Support You When Starting A Business

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.

Find Out More Here


How To Plan Your Business Succession

A video aimed at all business owners, regardless of their stage, explaining the importance of long-term planning towards an exit.

Find Out More Here

 


Tax Planning For Directors

A video explaining all the things a director needs to be concerned with when it comes to their income and pay.

Find Out More Here