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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

Have you made this common investment mistake?

At the start of the month Elon Musk sent ripples through the crypto realm. How he did it was just as simple as it was remarkable. In one tweet the luminary suggested that he had fallen out of love with cryptocurrency, causing Bitcoin to drop by 3.6% in value. And that’s all it took. One single tweet.
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We have a plan

By its very nature, financial planning is just that: planning. We can’t know what will happen, so we make sure that even if the worst should take place, you’re protected. We find out when we meet you, what your capacity for loss is, and what your lifetime goals are.
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How to handle stock market fluctuations

Have you checked your portfolio recently? If so, you’re not alone if the sight of your investments’ performance ruined your day.
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