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A guide to using Zoom

We may be carrying out video calls with you using a video conferencing tool called Zoom. This is secure and easy to use – this short video explains how you can use it.

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Copy here introducing the client stories section and examples of testimonials

From the 2008 crash to recovery: Peter’s story

Commodities are volatile, cryptocurrencies have crashed and the cost-of-living crisis is causing panic around the world. With economic uncertainty affecting portfolios, mortgages and job security, most people are likely to be affected in one way or another.
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I’m in my 20s. Why do I need a financial planner?

You’re 27. You’ve made a substantial amount of money. And now you’re unsure of how to make the most of it.
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Be more Shakira: Try Everything!

What do a rabbit called Judy Hopps from BunnyBurrow and the singer Shakira have in common with good financial planning? Read on.
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