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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

Bear markets, how concerned should we be?

The S&P, Nasdaq and the Russell 2000 have all entered a bear market in recent weeks. 
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The Love-Hate Relationship with Our Portfolios

Investing isn’t easy, and moments of market volatility will always test our resolve. The truth is, if we want our money to grow beyond the pace of inflation, we have to accept that investing and volatility are part and parcel of the journey. 
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A Fantastic Year for Markets 

As we reflect on the markets perfomance during 2024 we consider if next year its time for you to take your profits or stay invested.
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