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Navigating the Cost of Living Crisis – Your Guide
HOW YOU CAN KEEP THE COST OF BILLS DOWN WHILE INFLATION IS HIGH Rising inflation and increases in taxes are set to leave millions worse off in 2022. Households are …
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Estate Preservation – Your Guide
WHAT WILL YOUR LEGACY LOOK LIKE? This is an important part of wealth management, no matter how much wealth you have built up. It’s the process of making a plan …
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Building Financial Wealth – Your Guide
SIX TRIED AND TRUSTED PRINCIPLES TO HELP YOU REACH YOUR INVESTMENT GOALS If you’re new to investing, knowing where to start can be a daunting task. The reality is that …
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Smart Money Newsletter May/June 2022
FED UP WITH YOUR NINE-TO-FIVE? SIXTY THE MOST POPULAR AGE TO RETIRE EARLY. There are many factors that can influence when someone decides to retire. For some, it may be …
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Smart Money Newsletter Special – Ukraine/Russia Crisis
WHY INVESTORS SHOULD TAKE A LONG TERM PERSPECTIVE AND NOT PANIC On the 24 February the Russian President, Vladimir Putin, ordered a military invasion against Ukraine. A war that many …
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Guide to Financial Protection
PREPARING FOR THE UNEXPECTED Change is inevitable. It’s just a part of life. Some changes you can predict, while others you simply cannot. But that doesn’t mean you can’t have …
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Guide to Lasting Power of Attorney
GIVING SOMEONE YOU TRUST THE AUTHORITY TO HELP YOU MAKE DECISIONS As someone becomes more unwell, they’re likely to find it more difficult to manage money and financial affairs, and …
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Smart Money Newsletter March/April 2022
INVEST YOUR WAY OUT OF INFLATION, WHY NOW IS THE GOOD TIME TO MAKE SURE YOU PROTECT YOUR WEALTH Welcome to our latest edition. Inside, we look at why now …
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Latest Newsletter
Smart Money Newsletter May/June 2022
FED UP WITH YOUR NINE-TO-FIVE? SIXTY THE MOST POPULAR AGE TO RETIRE EARLY. There are many factors that can influence when someone decides to retire. For some, it may be …
Read MorePrevious Newsletters
Smart Money Newsletter May/June 2022
FED UP WITH YOUR NINE-TO-FIVE? SIXTY THE MOST POPULAR AGE TO RETIRE EARLY. There are many factors that can influence when someone decides to retire. For some, it may be …
Read More
Smart Money Newsletter Special – Ukraine/Russia Crisis
WHY INVESTORS SHOULD TAKE A LONG TERM PERSPECTIVE AND NOT PANIC On the 24 February the Russian President, Vladimir Putin, ordered a military invasion against Ukraine. A war that many …
Read More
Smart Money Newsletter March/April 2022
INVEST YOUR WAY OUT OF INFLATION, WHY NOW IS THE GOOD TIME TO MAKE SURE YOU PROTECT YOUR WEALTH Welcome to our latest edition. Inside, we look at why now …
Read More
Smart Money Newsletter January/February 2022
NEW YEAR TAX RESOLUTIONS – MAKING FULL USE OF YOUR RELEVANT TAX PLANNING OPPORTUNTIES Welcome to our latest edition. Inside, we look at New Year’s tax saving resolutions to make …
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Smart Money Newsletter November/December 2021
FIVE QUESTIONS TO ASK BEFORE INFLATION REALLY TAKES OFF This issue was written prior to the Chancellor of the Exchequer, Rishi Sunak, presenting the second UK Budget of 2021 on …
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Smart Money Newsletter Sept/Oct 2021
BUILD YOUR OWN FINANCIAL PLAN – VISION WITHOUT ACTION IS MERELY A DREAM Welcome to our latest edition. Inside, we look at how having a financial plan in place early …
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Self Invested Personal
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A flexible, tax-efficient way of saving for your long term future
Individual Saving
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Investment
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When it comes to investing, one size definitely does not fit everyone
Financial
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How to create financial
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A Child's
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How to ensure your children or grandchildren get the best financial start in life
Retirement Planning
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Investing For
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Pension Freedoms
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Life Insurance Protection
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