Guides
Note: All the guides below are available for download and use by HUM Premium members. To see the other content included in this membership, find out more here.
Alternatively, each guide can be purchased individually for £299 +vat after which it will be custom-branded for your firm.
Successful Investing in Pictures
A 17-page PDF visual guide educating clients about 7 fundamental investment principles.
The A-Z of Financial Planning
A 6-page PDF text guide educating clients about 26 financial planning concepts.
How We Can Help You
A 9-page PDF guide educating clients about the seven core pieces of great financial planning.
Investment Policy Statement
A 5-page PDF guide educating clients about the behavioural adviser’s core investment beliefs.