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Wealth Management News

The Chancellor’s Winter Economic Plan

The Chancellor’s Winter Economic Plan

In December 2019, the Conservatives won an 80 seat majority in the General Election and three months later, new Chancellor Rishi Sunak presented his first Budget. But by then there was a large cloud on the horizon – the outbreak...

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Retirement Planning – Are You On Track?

Retirement Planning – Are You On Track?

Making sure you’re on track to retain your lifestyle in retirement Do you feel like you just go to work day in, day out, with the weeks quickly turning to months and the months to years?   If that’s the case, you may...

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Opportunity To Join The Wealth Management Team!

Opportunity To Join The Wealth Management Team!

  We are looking for a qualified financial planner to join our growing firm. We believe in serving the local community with truly Independent Financial Planning and our goal is to work with people to help them live their best life. The...

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Lockdown – A new perspective?

Lockdown – A new perspective?

The time in lockdown has given people the opportunity to reflect on what’s really important to them. It’s been a time to re-evaluate priorities and think about resetting goals for the future.   What about you? What have you missed?     Has it...

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Human Behaviour and Investing

Human Behaviour and Investing

The link between human behaviour and investing Financial planning… Isn’t that based on cold, hard facts and scientific reasoning? Surely feelings and emotions don’t have much to do with investing? We think they do. And here’s why. A little thing called human behaviour gets...

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Time To Spring Clean Your Finances

Time To Spring Clean Your Finances

The daffodils and crocuses are beginning to appear, the trees are blossoming and the days are getting lighter. Spring is definitely on its way. Traditionally, this was the time to do the big annual household clean. Now that fewer homes are...

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5 Key Points about Becoming Financially Independent

5 Key Points about Becoming Financially Independent

Financial independence can seem like the holy grail. We may be striving towards it but feel bombarded by lots of conflicting messages on how best to attain it. These five points give an interesting perspective:   Income is not the same thing...

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