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Take a look at our latest thoughts and news below.
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November 18, 2022

How do you know when it’s the best time to invest?

I find it incredibly frustrating when a headline draws you in and you have to read the whole article to get the answer. Don’t worry, here it is….
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October 14, 2022

Discipline is the best defence

Successful investors are patient investors, they understand that there is always going to be ebb and flow in the markets, but with the right strategy these challenges can be overcome.
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September 23, 2022

Mini-Budget or Growth Plan?

Mr Kwarteng’s launch of ‘The Growth Plan’ contained some surprises, including the end of additional rate income tax (outside Scotland) and the reversal of recent changes to IR35.
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September 16, 2022

What do I need to know?

If you pay attention to the news, it sounds like there’s a lot to be worried about
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August 4, 2022

What is ESG Investing?

This month’s blog explores the world of ESG investing and how important it is to understand what's underneath the bonnet and does this align to your own aims and values.
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July 14, 2022

Market volatility – when will it end?

Last month, we focused on the value of patience when markets start to get rocky.
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June 17, 2022

Market volatility and a tale of two clients

There’s a lot going on at the moment.
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May 9, 2022

Does more money make you happier?

Last month Rishi Sunak’s wife Akshata Murty came under scrutiny after it emerged that she hasn’t been paying UK tax on her international income, thanks to the tax advantages of her non-domicile status
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April 13, 2022

Why overconfidence can be your greatest enemy

Although it might be tempting, ‘do it yourself’ isn’t the best approach to financial planning. It’s always a good idea to take professional advice.
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March 10, 2022

Is open banking the future?

Britain’s top inventor Sir James Dyson doesn’t do financial services - but if he did, he’d probably have come up with open banking.
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February 25, 2022

Russia-Ukraine conflict

The stock market has been impacted by the events unfolding in the Ukraine.
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February 17, 2022

Are you keeping life simple for your next of kin?

Crossing the i’s and dotting the t’s will help make things easier for your beneficiaries
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January 14, 2022

Risk vs reward – how do your investments make you feel?

Want to know what you should expect from future returns? Understanding more about risk is a crucial step.
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December 6, 2021

Inflation is back. Here’s what you need to know about it

Inflation has been a neglected topic over the last few years. Just recently though the conversation has changed; now everybody is on inflation watch.
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November 10, 2021

7 secrets of good investing

There’s no shortage of investing advice these days. Investing ‘experts’ are everywhere and they’re only too happy to share their wisdom with anyone who’ll listen...
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October 12, 2021

Financial planning isn’t all about ‘winning’

We tend to place a lot of importance on being first.
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Bull & Bear

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Discipline is the best defence in market downturns

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What I keep and where I own it

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The retirement transition: A guide to preparing for modern retirement

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10 steps to your perfect retirement

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