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Self-employed / business owner

Nobody is doing this for you, which means nobody is stopping you doing it wrong.

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Pension: No employer pension

Start with these guides

Beginner

Do Self-Employed People Need a Financial Adviser?

Intermediate

Pensions for the Self-Employed: Where to Start

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Your Financial Future Starts With a Conversation.

Whether you’re planning for retirement, growing your investments or making a big financial decision, an independent financial adviser can help you understand your options.

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Tools & Calculators

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SIPP Fee Calculator

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Pension Calculator

Estimate if your pension is on the right track.

Pension Performance Calculator

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Is the guide really free?

If you are debt-free, would like to save towards a long-term or mid-term financial goal, and are already using your personal allowance, then a stocks and shares ISA is definitely a good idea.

Do I have to book a call?

No. Everything on this page is free to read and use. Booking a call is optional and only worth doing if you would like to talk your situation through with an adviser.

What happens during the discovery call?

You share your situation and the questions you have, and the adviser explains how they could help, what the service includes and what it would cost.

Will I receive financial advice during the call?

The first call is an introduction rather than advice. If you decide to go ahead, the adviser will agree the scope and fees with you before giving any recommendations.