My Hero

RESOUrCES

Tax Card 2018/19

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Taxation and Allowances Guide 2016/17

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Factsheet

EF FACET Cautious Discretionary Portfolio Fund

2018 EF FACET Cautious Discretionary Portfolio Fund October 2018
2018 EF FACET Cautious Discretionary Portfolio Fund June 2018
2018 EF FACET Cautious Discretionary Portfolio Fund May 2018
2018 EF FACET Cautious Discretionary Portfolio Fund April 2018
2018 EF FACET Cautious Discretionary Portfolio Fund March 2018
2018 EF FACET Cautious Discretionary Portfolio Fund Feb 2018
2018 EF FACET Cautious Discretionary Portfolio Fund Jan 2018
2017 EF FACET Cautious Discretionary Portfolio Fund December 2017
2017 EF FACET Cautious Discretionary Portfolio Fund Nov 2017

EF FACET Balanced Discretionary Portfolio Fund

2018 EF FACET Balanced Discretionary Portfolio Fund October 2018
2018 EF FACET Balanced Discretionary Portfolio Fund June 2018
2018 EF FACET Balanced Discretionary Portfolio Fund May 2018
2018 EF FACET Balanced Discretionary Portfolio Fund April 2018
2018 EF FACET Balanced Discretionary Portfolio Fund March 2018
2018 EF FACET Balanced Discretionary Portfolio Fund Feb 2018
2018 EF FACET Balanced Discretionary Portfolio Fund Jan 2018
2017 EF FACET Balanced Discretionary Portfolio Fund Dec 2017
2017 EF FACET Balanced Discretionary Portfolio Fund Nov 2017

WAY Absolute Return Fund

2018 Absolute Return fund factsheet October 2018
2018 Absolute Return fund factsheet
2018 Absolute Return fund factsheet May 2018
2018 Absolute Return fund factsheet April 2018
2018 Absolute Return fund factsheet March 2018
2018 Absolute Return fund factsheet Feb 2018
2018 Absolute Return fund factsheet Jan 2018
2017 Absolute Return fund factsheet Dec 2017

Key Information Documents (KIID)

EF FACET Balanced Discretionary Portfolio Fund
EF FACET Cautious Discretionary Portfolio Fund
WAY Absolute Return OEIC Application Form
WAY Absolute Return Portfolio Fund GB00B4RM7D86
WAY Absolute Return Portfolio Fund GB00B51M6M39
WAY Absolute Return Portfolio Fund GB00B98BYN82
WAY Absolute Return Portfolio Fund GB00B99MR421
WAY Absolute Return Portfolio Fund GB00BDBVS204
WAY Absolute Return Portfolio Fund GB00BG1QH187
WAY Absolute Return Portfolio Fund GB00B67JGM50

WAY MA Portfolio - Prospectus

WAY MA Portfolio Prospectus 2018



Factsheets

Money purchase annual allowance
Creating the life you want
Financial protection
Financial support
Freedom to choose
Investment matters post-Brexit
Designing a custom investment portfolio
Individual Savings Accounts (ISAs)
‘It won’t happen to me’
Life insurance
Lifetime Allowance
Money’s too tight to mention
Consolidating your pension pots
Pension reforms
Retirement planning
Saving for a rainy day
Time is of the essence
Who will care for you in old age?

Want to find out more?

Looking for help with your investments or really curious about our process?
Drop us a note or give us a call 01293 401 293; we’re happy to answer all your questions.