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INVESTMENT MATTERS – Creating the life you want

Anything is possible when you manage your money the right way. whatever your goals in life are, careful planning and successful investing of your wealth can help you get there. investments can offer both risk and return, and, generally, the bigger the risk, the greater the potential

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We focus on achieving and maintaining a thorough understanding of your financial needs and aspirations. We believe passionately that the best service is provided through personal, face-to-face advice. Our range of services is extensive, supported by a distinctive approach to investment management, enabling you to create financial

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Global Emerging Markets -Sector shows an increase over the year to date

After a rocky few years, the global emerging markets sector has picked up in 2016, with the sector showing an increase of 31% over the year to date at the end of august. This makes it the second top-performing Association of Investment Companies (AIC) sector over the

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Looking For An Expert, Flexible Approach To Managing Your Wealth? Trust, tax and insurance solutions to ensure your financial goals can be achieved

Whether your wealth comes from building a business, successful investments or family inheritance, robust family and estate planning is essential for protecting your wealth. We’ll work to understand your requirements and bring them together as part of a coordinated financial approach CONTACT US TO DISCUSS YOUR REQUIREMENTS

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Is It Natural To Procrastinate – Britons would rather vacuum than review their pensions

Why should you start Planning for your Future now? Retirement might seem like a long way off, but the sooner you plan for it financially, the less you are likely to have to put aside. Planning for your financial future early in your working life will allow you

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‘Mid-life Savings Crisis’ – It’s good to talk about your options

  Put simply, retirement planning is about how you look at your future, but more than a million britons are facing a ‘mid-life savings crisis’ as they near 40. With no retirement savings, according to research from Zurich. A third (33%) of British adults aged 35 to

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Money’s Too Tight To Mention – Planning financially for long-term sickness

How would you pay the bills if you were sick or accidentally injured and couldn’t Work? According to research by unum and personnel today, just 12% of employers  support their staff for more than a year if they’re off sick from work. Given the low level of

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How Financially Prepared Are You For Your Retirement? – Men narrow the gap on women when it comes to life expectancy

Thanks to healthier lifestyles and advances in medicine, people are living longer lives, but many individuals may not feel financially prepared for their retirement. When it comes to setting your investment goals or strategy for your retirement, there are two main options. If you’re looking to build

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Generational Investing – Implications in a fast-changing world

The motivations and values of generation Y born between 1980 and1999 and how these impact their behaviour as investors and consumers have been published in a work by Dr Paul Redmond, Director of Student Life at the University of Manchester, in which he explains the key findings of

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You’ve Protected Your Most Valuable Assets – But how financially secure are your dependants?

Timely decisions on how jointly owned assets are held, the mitigation of Inheritance Tax, the preparation of a will and the creation of trusts can all help ensure your dependants are financially secure. CONTACT US TO DISCUSS HOW TO SAFEGUARD YOUR DEPENDANTS, WEALTH AND ASSETS – DON’T LEAVE

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