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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

The great retirement reset

When one of my clients announced they wanted to retire at 55, my main concern was how they’d fill all their spare time once they’d left the workforce. 
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Climbing Your Financial Mountains: The Journey from Success to Significance | Part II

This month, we return to the second part of David Brooks' powerful metaphor of climbing two mountains in life. Now that you’ve had time to reflect, have you started envisioning what your second mountain might look like? ‍What passions, causes, or people are calling you to make a meaningful impact?
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The Rational Market in an Irrational World

Despite alarming headlines about Middle East conflicts, S&P 500 data shows markets remain surprisingly rational during geopolitical turmoil.
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