Fact Files & Downloads
Financial Planning always starts with establishing your income against your expenditure. We recommend that clients download this Budget Planner onto Excel to complete to help analyse personal income vs. expenditure:
Budget Planner (Excel download)
Biblical Principles of Financial Planning (ACFA)
This page also provides downloadable generic guidance on various relevant financial planning topics. For this reason we call these documents "Fact Files". Click on the relevant topic below and you will be able to view first and then print-off the appropriate Fact File or our latest Newsletter:
Fact-Files:
Annuity Options
Auto Enrolment
Calculating Tax Credits - case study
Cars
Cash is king
Coping with death
Credit Rating
Director or Partner Shareholder Protection Insurance
Discretionary Trusts
Ethical Investing
Investing for Children
KIIDs (Key Investor Information Documents)
Lasting Power of Attorney
Life & Health Insurance
Long Term Care Reforms
NEST & Other State Pension issues
Pension Death Benefits - Dec 2015
Pension Lifetime Allowance
Pension Options At Retirement - Sep 2015
Revised Income Drawdown - Jul 2015
State Pensions Explained
Sunset & Share Class Conversions - Dec 2015
Understanding Risk
VAT on IFA services - Sep 2014
With Profits Funds
AWFM Data Protection & Privacy Policy
Newsletters:
AWFM March 2011 Newsletter 360
AWFM May 2011 Newsletter 360
AWFM Aug 2011 Newsletter 360
AWFM Dec 2011 Newsletter 360
AWFM Jan 2012 Newsletter 360
AWFM Apr 2012 Newsletter 360
AWFM July 2012 Newsletter 360
AWFM Dec 2012 Newsletter 360
AWFM April 2013 Newsletter 360
AWFM July 2013 Newsletter 360
AWFM Oct 2013 Newsletter 360
AWFM Dec 2013 Newsletter 360
AWFM April 2014 Newsletter 360
AWFM July 2014 Newsletter 360
AWFM Dec 2014 Newsletter 360
AWFM April 2015 Newsletter 360
AWFM July 2015 Newsletter 360
AWFM Dec 2015 Newsletter 360
AWFM April 2016 Newsletter 360
AWFM July 2016 Newsletter 360
AWFM Dec 2016 Newsletter 360
AWFM April 2017 Newsletter 360
AWFM July 2017 Newsletter 360
AWFM Oct 2017 Newsletter 360
AWFM Dec 2017 Newsletter 360
AWFM April 2018 Newsletter 360
AWFM July 2018 Newsletter 360
AWFM Dec 2018 Newsletter 360
AWFM April 2019 Newsletter 360
AWFM July 2019 Newsletter 360
AWFM Dec 2019 Newsletter 360
AWFM July 2020 Newsletter 360
AWFM Dec 2020 Newsletter 360
AWFM March 2021 Newsletter 360
AWFM June 2021 Newsletter 360
AWFM December 2021 Newsletter 360