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April 15, 2022
August 10, 2020

Best of breed financial planning

Last month we asked you what a ‘world-class’ service meant to you. And we had some very interesting responses.As you’d expect, what’s world-class to one person might not be to another. And sometimes what’s world-class is very simple, but what makes it valuable is that it’s hard to find.
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April 15, 2022
March 28, 2021

How do we live for the now and plan for the future?

If you’re like me and always have a long to-do list to get through each day, then you may find this advice difficult to follow. After all, how on earth am I to focus on the present and live in a world that requires me to constantly look ahead and plan for my future?
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April 15, 2022
March 2, 2021

We’re inviting you to write a postcard to your future self

Every night for the past few days I’ve been reading a fantastic children’s book to my son Charlie. The book is called You Choose and it gives children the tools to tap into their imagination, pull things out and fulfil their fantasies.
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April 15, 2022
March 15, 2022

How much is enough?

“How much is enough?” That’s a question I’ve been asked a few times. You could lose an entire afternoon to staring out a window and trying to find an answer...
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April 15, 2022
February 3, 2022

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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April 15, 2022
February 9, 2022

Why an investment JISA is the best place for your child’s life savings

According to a study from NatWest, more than four fifths of parents who are saving money for their children are doing so exclusively in cash, rather than investing.
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April 15, 2022
August 8, 2021

Why are they called bull and bear markets?

You might have heard the terms bull and bear markets, but where do they come from? 
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April 15, 2022
September 14, 2021

How high-income earners can end up broke

A few years ago I was given a referral. The potential client was a respected and well-known solicitor and it was a privilege to be referred to him...
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April 15, 2022
June 11, 2019

An introduction to financial planning

Financial planning is a service where a qualified professional will work with you to develop and understanding of your lifestyle and finances. And with that information, they will map a likely range of future outcomes over a 10, 20 and 50 year period.
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