Traditionally the role of a financial adviser has been to help you grow your financial resources. This has evolved significantly in more recent times into a much broader role, as financial planners have developed the skills and the tools to provide a lot more value than this. Sitting at the heart of what we do

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22nd July, 2019

Posted In: Advice, Financial, Insights

As part of our financial planning conversations with you, we always bring the attention around to subjects that are not easy to think about – a serious illness or death visiting a family member or indeed yourself. We all naturally don’t want to spend too long thinking about this, but unfortunately for us to do

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25th June, 2019

Posted In: Advice, Financial, Insights

Well there is no exhaustive list for this one – there really are so many potential factors that can influence your investment returns. When you ask a professional investor, they will often jump to factors such as the economy, sentiment and interest rates. All very relevant factors. Some factors of course have bigger impacts than

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25th June, 2019

Posted In: Advice, Financial, Insights

In this final instalment of our age-related articles, it is now the turn of the more senior members of our communities – all of you in your 70’s and older. This group have some very specific financial challenges, so here are some thoughts on wisely managing your financial affairs. Stay healthy A decline in health

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1st April, 2019

Posted In: Advice, Financial, Insights

The first quarter of each year is a time when we all tend to take stock of how we manage our finances. We look at our financial habits, ways of saving money and managing our spending better. This is also a great time of year to take a hard look at our retirement planning, to

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1st April, 2019

Posted In: Advice, Financial, Insights

2018 ended with a bit of a sting in the tail for investors, where we saw a lot of volatility in markets and a modest correction. While many analysts are forecasting single digit growth in 2019, they are also suggesting that 2019 may be another bumpy ride for investors with more volatility in markets. We

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5th February, 2019

Posted In: Advice, Financial, Insights

This month it’s time for the latest in our series of age related articles – welcome to the world of the sixty-somethings! As you (potentially) approach the end of your working life, you are at a really important stage in your financial life. We hope to give you some food for thought to ensure you

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5th February, 2019

Posted In: Advice, Financial, Insights

We’re at that time of year again when nearly 50% of Health Insurance customers are getting ready for their upcoming policy renewal in January. Many will simply renew without really thinking about it to any great extent – the Health Insurance providers are delighted when this happens! However more and more people are aware of

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12th December, 2018

Posted In: Advice, Financial, Health, Insights

This is the latest in our series of articles that consider the financial challenges for clients at a specific stage in life. This time we’re looking at people who are in their 50’s. This is a really important stage in your financial life as it is often the time in life of maximum income and

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12th December, 2018

Posted In: Advice, Financial, Insights

Income Protection is sometimes described as the glue in a financial portfolio. The most devastating impact on your financial situation is likely to be caused by a loss of your income, and the inability to replace it. Unfortunately, people lose their jobs from time to time. However inevitably what tends to happen is that these

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12th December, 2018

Posted In: Financial, Insights, Mortgages

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