Useful Documents

Beyond our services and advice, we have compiled a list of tools, resources and contacts which may be useful.

My Documents  – This free resource has been developed to help you get your personal finances in order. Originally developed to help clients consider their estate for succession planning, it can be used at any time throughout your life to get your personal finances organised.

Digitally Signing Documents – A useful guide to help you sign documents electronically

Digitally Signing Documents using an iPad – A useful guide to help you sign documents using an iPad

Free Financial Healthcheck  – To help you assess your financial health, objectives and room for improvement, Integritas are offering free financial health checks, including Net Worth Statement and Cash Flow Forecast.


‘Coronavirus scams – how to spot and avoid them’ from Royal London

Financial Planning Guidance – access to money guidance and tips, as well as a directory of financial planners by region from the Personal Finance Society

Money Advice Service – tips and links to budget planning and guidance form the UK’s Money Advice Service

Coronavirus and school fees by The Good Schools Guide

Financial Planning in uncertain times guide for employees, from the CISI

Financial planning in uncertain times guide for businesses, from the CISI


44 engineering and science challenges from the engineers at Dyson.

Elevenses with The World of David Walliams

Online education resources for home education

Kahn Academy – A non-profit with the mission to provide a free, world-class education for anyone, anywhere.

Support for Parents – Range of useful links and guidance provided for parents on the Jersey Government website

Keeping Active

PE with Joe

Dance Classes

NHS Fitness Studio Exercise Classes

Yoga with Adriene – free videos from YouTube’s most popular Yoga instructor

Employee wellbeing – Yoga – online classes from a local yoga teacher for employers to provide their employees

Mental Health and Wellbeing

5 tips for staying mentally well during the Coronavirus pandemic

Financial Wellbeing – local charity Mind Jersey page with guidance for those who are feeling stress and worry relating to money matters


Guide to furloughing from the CIPD

Jersey Business – range of resources from Jersey Business for local businesses and the self-employed.

Home Office – How to set up your desk – advice from local chiropractor Grant Henderson on how best to set up your work station to avoid poor posture and subsequent back problems

Employee Advice – advice and links from the Jersey Advisory and Conciliation Service for employees

We will continue to add to this page when we come across any content we feel could be of benefit. Do feel free to share links with us as well so that we can add to this page. We’re all in this together!