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Gold Standard Award for Independent Financial Advice


Save or invest: what should you choose?

2nd December, 2019

Do media stories about interest rates and market volatility put you off from thinking about money other than to make sure you can make ends meet? It doesn’t have to be that way. While money matters may not be everyone’s strength, it’s easier than you think to get your finances…

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Pensions: what they are, why you need one and what’s available

5th November, 2019

We recently talked about pensions for the self-employed, the difficulties associated with setting money aside for sole traders and how the government is trying to help change this. This month we turn our attention to pensions in general as it’s an important long-term investment that not everyone is making the…

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Mortgages: knowing which one is right for you

15th October, 2019

Are you thinking of buying a new home or re-mortgaging? Are you bamboozled by the number and type of mortgages that are available and can’t figure out where to start? You’re not alone! Mortgage lenders change their products regularly and often try to differentiate themselves by using different names for…

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How can an independent financial advisor help you?

2nd September, 2019

At the beginning of the year we talked about a new year’s resolution we hear a lot about: getting your finances in order. Not everyone can follow up on that for one reason or another, but circumstances change. Many don’t follow up because they don’t know how easy it is…

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How to get the most out of your investments

5th August, 2019

Whatever amount of money you have to invest, you want to see a good return on it. It could be £1,000, it could be £1 million or something in between, which is where most of us find ourselves. This month we take a closer look at the main ways in…

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Attitude to risk: What it means and what you need to know

5th July, 2019

Any conversation with an independent financial adviser about investments or pensions will bring up the ‘attitude to risk’ question. They will want to know what it means for you and where you sit on the risk tightrope. But what does that mean exactly and what do you need to consider…

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Build the right benefits package to attract and retain the best staff

3rd June, 2019

The UK’s official unemployment rate is at the lowest it has been in over forty years, according to the Office of National Statistics. In fact, it is at 3.8%, and hasn’t been this low since the autumn of 1974. With an increasing number of available job opportunities, competition is ever…

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Can the ban on pension cold calls work?

2nd May, 2019

After two years in the making a ban on cold calls regarding pensions came into force in January of this year. Pensions is a big topic for most of us and one that our London team has and will continue to cover to help spread the word about the benefits…

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Government plans to help the self-employed better save for retirement

1st April, 2019

Saving for retirement may be on most people’s minds, but not everyone is able to put away much, let alone enough, for when the time to retire comes. For those in employment things are a little easier. The introduction of auto-enrolment pensions has increased the number of those who are…

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