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Fund Information:

 
 
Up-to-date fund information, including unit trusts, investment trusts, pension funds, life funds, Venture Capital Trusts and Exchange Traded Funds.
 
 
Independent fund research and ratings for open-end and unit trust funds, life and pension funds, and investment trusts. Screen and rank funds and generate in-depth portfolio reports using the Morningstar Portfolio X-Ray.
 
 
Standard & Poor's fund database. Contains up-to-date information on most funds available worldwide. This site requires registration, and some services are subscription only.
 
 
Comprehensive site covering most listed UK securities. Provides prices, commentary and technical information. Also, an extensive sections on personal finance.
 

 

Financial Services

 
 
Find a local Independent Financial Advisor near you.
 
 
Independent Financial Advice for Medical and Dental Professionals.
 
 
 

Retirement Planning

 
 
Preparing for and financing your way through retirement
 
 
 

Web Design

 
 
Innovative design and multimedia solutions.
 
 
 
 
 
 

Recent Financial Topics

 

The day began with a rant about the cost of Christmas. 'Why do we need such a big turkey when there will only be six of us?,' I asked my wife.

I signed up for this 'Martin Lewis' investment ad that promised it could help me retire. A courteous customer services man immediately called. Then it turned sinister...
28/12/2025 11:22 AM

Analysis of Driver and Vehicle Licensing Agency (DVLA) records found their numbers have dwindled - in some cases to double-digit figures.

Only handful of classic 1990s cars still on Britain's roads as Metros, Orions and Cavaliers disappear
28/12/2025 11:09 AM

Personalised registration plates have been sold for record numbers in 2025 with one being sold for almost a million pounds, new figures show. 

Revealed: The record sums being paid for personalised novelty number plates - with 1 F selling for £936,000
28/12/2025 11:02 AM