Guides
Lampiers Financial Planning
Financial Planning Guides for The Life That Matters


At Lampiers Financial Planning, we understand that navigating your financial future can feel overwhelming—but it doesn’t have to be. That’s why we’ve created this dedicated resource hub, offering clear, practical guides on all aspects of financial planning. Whether you’re just starting out, planning for retirement, managing your investments, or thinking about passing on your wealth, you’ll find a guide here to help you make informed decisions with confidence.
With over 35 years of experience and Chartered Financial Planner status, Lampiers is trusted by individuals and families across Bristol and beyond. Our approach combines personalised advice with a deep understanding of financial markets and long-term planning strategies. These guides reflect that expertise, breaking down complex topics into manageable steps so you can take control of your financial wellbeing—at your own pace.
Each guide is designed to answer the questions we hear most often from our clients, covering everything from pensions and tax planning to sustainable investing and protecting your legacy. Whether you’re looking for a general overview or a deep dive into a specific topic, you’ll find the guidance you need right here.
Explore our library of free financial planning guides, client newsletters and start building the future you want—today. And if you’d like tailored advice based on your personal goals, our experienced team is always here to help.

Portfolio Insight Report – 2026
Quarter 2 2026

April Newsletter – 2026
A focus on long-term thinking

July Newsletter – 2026
A focus on long-term thinking

January Newsletter – 2026
A focus on long-term thinking

Portfolio Insight Report – 2026
February 2026

Pension Landscape – December 2025
Overview of the Current Environment.

Smart Money – September 2025
How Chancellor Rachel Reeves could increase taxes.

September Newsletter – 2025
Financial planning is about more than today’s headlines.

Summer Newsletter – 2025
Welcome to the Summer edition of our newsletter.

Retirement Planning White Paper – September 2025
Retirement Reimagined: Building a Life of Financial Security and Freedom

Smart Money – May 2025
Trump’s Tariffs Create Turbulence In Global Markets.

Financial Planning White Paper – May 2025
Why a joined-up approach to money matters more than ever in 2025.
Pre-2025 Guides

Reduce Your Inheritance Tax Bill
10 Ways To Protect Your Estate For Your Love Ones.

Investing For Life’s Journey
Planning For Future Wealth and a Comfortable Retirement.

Lifestyle Protection
Protecting Your Family’s Financial Security For The Future.

Pension Consolidation
Managing Your Retirement Savings In One Place.

Designing Your Own Lifestyle Plan
It’s Never Too Late To Be What You Might Have Been.

Individual Savings Accounts (ISAs)
Use It Or Lose It! Don’t Miss Out On This Year’s Tax Efficient Opportunity

Guide To Critical Illness
Don’t Let A Life-Changing Moment Disrupt Your Home And Work Life And Put A Strain On your Family’s Finances.

Guide To ESG Investing
Generating The Best Outcomes By Investing Responsibly and Sustainably.

Guide To Estate Preservation
The Importance Of Making Early Plans.

Wealth Preservation And Wealth Transfer
The Importance Of Planning For The Future And Having Your Affairs In Order.

Take It To The Max
How To Make The Most Of The Various Pension Allowances.

Getting My Finances In Order
When It Comes To Making Financial Decisions, You Don’t Have To Go It Alone.

Financial Action Plan
10 Steps to Help You Build A Better Financial Plan.

Cashflow Modelling
Is It Time To Bring Your Money To Life?

Self Invested Personal Pensions
What Do Your Retirement Plans Look Like?

2020 Financial Resolutions
What Does Wealth Look Like For You?

Choppy Waters, Not Full-On Gale
How To Make The Most Of The Various Pension Allowances.

Coronavirus Impact on Global Economy
It’s More Important Than Ever To Stay The Course.

Creating The Life You Want
Shaping Your Future And Preparing For The Road Ahead.

The Effects Of COVID 19 On Retirement Planning
What Does the Pandemic Mean For Your Retirement Plans.

Estate And Trust Planning
Helping You Plan Your Future And Your Family’s Future.

Guide To Investment Insights
Staying Focused On Long-Term Economic And Market Expectations.

Guide To Investment Diversification
Investing In An Unpredictable World.

Guide To Understanding Investment Risk
When It Comes To Investing, One Size Definitely Does Not Fit Everyone.

Guide To Life Insurance Protection
Suddenly We’re Having To Think About Things We Haven’t Thought About Before – Including The Unthinkable

Guide To Life Insurance Protection
Planning For A Time When You’re No Longer Around.

Guide To Lifestyle Protection
Protecting Your Family’s Financial Security For The Future.

Guide To Managing Risk
No Such Thing As “One Size Fits All”.

New Year, New Start To Your Finances
Taking Time To Understand Your Financial Plans Will Really Pay Off.

Guide To Pensions Freedom
How Will You Turn Your Pension Into Money You Can Use?

Guide To Pensions On Divorce
Navigating Through What May Be Uncertain Territory During This Emotional Time.

Guide To Post Covid 19 Retirement Planning
Pandemic Leads To Changes In Future Retirees’ Plans.

Preserving Your Wealth
Developing A Clear Plan For Your Wealth and Prosperity.

Retirement Resilience
Taking The Reins And Having More Control Over Your Pension Pot.

Guide To Securing Your Financial Future
Protecting The Most Important Things In Life Should The Worst Happen.

Guide To Setting Financial Goals
How To Create Financial Goals You Can Actually Achieve.

Guide To 2020/21 Year-End Tax Planning
Keep More Of Your Money To Enjoy, Invest, Save Or Pass On.
