Guides

Practical guides from Indigo Investment Group to help you prepare for investing, mortgages, retirement and family protection.

A guide to protecting your family’s lifestyle - covering life insurance, income protection and the decisions that matter most.

Why regular saving matters, how to build the habit, and practical ways to put money aside for a more secure future.

An introduction to Indigo Private Clients - tailored wealth advice for individuals and families with more complex financial needs.

A clear guide to investing your money - goals, risk, timescales and the building blocks of a thoughtful investment approach.

How financial planning and cash flow modelling work together to show where you are, where you want to be, and how to get there.

A practical guide to mortgage protection - what it covers, when you might need it, and how to choose the right level of cover.

A first-time buyer guide covering deposits, affordability, mortgage options and the steps from offer through to completion.

Practical guidance on managing your finances through redundancy.

Financial considerations and planning through divorce and separation.

How to plan for retirement with clarity and confidence.

Steps to take as you approach retirement.

Build a clear budget and take control of your everyday finances.

A clearer path to financial wellbeing - from cash flow and emergencies through accumulation, financial freedom and legacy.

Supporting financial wellbeing in the workplace.

An introduction to estate planning and how to prepare for the future.