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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

Cash isn’t ‘king’ (even if it looks that way from time to time)

Market jitters can tempt investors to focus only on the short term. But this can mean taking a gamble that won’t pay off.
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Financial planning isn’t just about freedom. It’s about permission.

Why financial planning isn’t about freedom, but permission.
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Four key points about January's market mayhem

It won’t have escaped your notice that global financial markets have had a turbulent start to the year. Despite the best efforts of advisers to educate them in how markets work, some clients are anxious about what it means for their portfolios — especially those who are near to retirement.
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