Downloads

Hi everyone,

Please feel free to download the first of what I intend to be a series of Free Financial Advice Guides in PDF (and some in MP3 AUDIO eg: “Pension Transfers Good or Bad? – The Pros and Cons MP3 AUDIO” ) I’m putting together for you across a number of topics such as Pension Planning, Mortgage and Investment Advice and a cross section of other Finance topics.

The first one I’ve prepared for you is a free 12 page report entitled…

“Money Matter Essentials for the Over 50s”

Money Matters Finance Guide

The second one I’ve prepared for you is a free MP3 Pensions Audio…

“Pension Transfers Good or Bad? – The Pros and Cons MP3 AUDIO”

The latest one is…

“The Salary Sacrifice Insight”

It’s an 11 page report I’ve done for you that covers the benefits which come to both employers and employees should they choose to use this tax efficient way of boosting retirement savings.

Salary sacrifice PDF image

To collect your downloads simply apply below – your PDF or MP3s will be available within seconds. Please bookmark this page and look out for new Finance guides in the near future as I get round to finishing them. I hope you enjoy them!

Privacy: Your email address will never be shared with any third party and you may unsubscribe at any time instantly.

Investment Notice
The value of an investment can go down as well as up and you may not get back as much as you put in
Financial Advice
MP3 and PDF Financial Guides
William on BBC Radio

Here is an interview William gave on BBC Radio Scotland where he spoke with Fred MacAulay and Karen McKenzie about Cash and Investment ISA's

Listen to the BBC show here
Dates and Times

NOTE: I have been writing articles here since 2007 so please take note the date of the article, because obviously, things like laws or tax allowances etc may have changed since then.

I do try my best to keep up to date, but I'm only an humble advisor and there are hundreds of my financial articles here! Please call or email if you need to double check something. I'll gladly help.

Testimonials

"I have introduced many clients of mine to Billy as I have complete trust in his professional ability." Tom Queen, Solicitor - Thomas Queen & Co. Dunfermline, Fife.

"I've found Billy a personable yet professional practitioner who offers sound advice and realistic proposals backed up by facts. I'd wholeheartedly recommend Billy." Rory Paterson, Director - Mediacom Scotland Ltd

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