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Important Market Update: May 2022

So far, at the start of the 2nd quarter of 2022, it remains tough for Equity and Fixed Income markets with negative returns generally across the board. Markets have been shaken by the combination of fears of faster than expected interest rate rises, increased levels of inflation and, of course, the tragic war in Ukraine. […]
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How a financial planner can help business owners

This content is for information and inspiration purposes only. It should not be taken as financial or investment advice. To receive personalised, regulated financial advice regarding your affairs please consult an independent financial adviser. Business owners have faced challenging times lately, especially since COVID-19 caused such huge disruption from 2020. Keeping your company finances on-track […]
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Can I fund my retirement using Buy to Lets?

This content is for information and inspiration purposes only. It should not be taken as financial or investment advice. To receive personalised, regulated financial advice regarding your affairs please consult an independent financial adviser. The idea of building a property portfolio – to bring in a retirement income via rents – is often very attractive. […]
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4 ideas to grow your wealth in 2022

This content is for information and inspiration purposes only. It should not be taken as financial or investment advice. To receive personalised, regulated financial advice regarding your affairs please consult an independent financial adviser. Wealth – or financial assets – are important means to your life goals. Whether you want to retire early, travel the […]
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How to cope during market volatility

This content is for information and inspiration purposes only. It should not be taken as financial or investment advice. To receive personalised, regulated financial advice regarding your affairs please consult an independent financial adviser. What should you do if you suddenly see your portfolio fall dramatically in value (during a stock market crash, or “bear […]
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Will your pension achieve a comfortable retirement?

This content is for information and inspiration purposes only. It should not be taken as financial or investment advice. To receive personalised, regulated financial advice regarding your affairs please consult an independent financial adviser. How much do you need to retire comfortably? £20,000, £30,000 or perhaps more? Naturally, a large part of the answer depends […]
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Helping refugees and your financial plan

This content is for information and inspiration purposes only. It should not be taken as financial or investment advice. To receive personalised, regulated financial advice regarding your affairs please consult an independent financial adviser. Faced with the growing crisis in Ukraine, British people have been asked to take Ukrainian refugees into their homes. At present, […]
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Key takeaways from the Spring Statement, 2022

This content is for information and inspiration purposes only. It should not be taken as financial or investment advice. To receive personalised, regulated financial advice regarding your affairs please consult an independent financial adviser. In “normal” times, the Spring Statement is usually seen as an update from the Chancellor on the UK economy. Since COVID-19 […]
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BoE raises to 0.75%: what it means for you

This content is for information and inspiration purposes only. It should not be taken as financial or investment advice. To receive personalised, regulated financial advice regarding your affairs please consult an independent financial adviser. The UK is now facing its highest inflation rate since the Falklands War in 1982 – possibly set to reach a […]
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How to help your children onto the housing ladder

This content is for information and inspiration purposes only. It should not be taken as financial or investment advice. To receive personalised, regulated financial advice regarding your affairs please consult an independent financial adviser. It’s no secret that house prices are running away from wages, making it difficult for younger people to get onto the […]
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