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The Best Way to Enhance Your Financial Strategy? Focus on the Tactics.
As professional advisers, we might live and breathe all things finance but none of us are born financial experts.
Take our mortgage adviser and aspiring financial planner, Rowan …
How Can you Expect to Succeed Without a Plan?
We’ve all heard that famous Benjamin Franklin quote…
“If you fail to plan, you are planning to fail.”
We’ve all heard it, because it holds up. Having a plan …
When’s the best time to start a new career in financial services?
Probably not during a huge market crash following an historic earth-shaking event. But that’s where my career as a financial adviser started. Back in 2001, a few weeks …
“If you’re seeing bitcoin on a bus, it’s time to buy.”
You might’ve seen this advert doing the rounds on public transport. This probably won’t come as a surprise to you but as someone whose job it is to help …
It’s just over a year since the pandemic hit and with everything that’s gone on since (and still going on!), it’s easy to lose perspective on the general state of investment markets.
In this months’ blog, we take stock of …
Struggling to get things done in Lockdown?
“Life under Lockdown”. It sounds like a low-budget Netflix documentary about life in a US penitentiary but it’s a title used in many news and lifestyle articles at the moment.
These focus less …
For the final blog of the year, I was going to attempt to write about the highs, lows and humbling lessons learned from the last 12 months.
But to be honest, I wouldn’t know where to start. And who wants …
Planning for your financial future is never easy, but concerns about the current state of the economy and investment markets can make this even more challenging.
The value of your property, pension and investments (i.e. your future financial security) are …
There’s been a lot of talk lately about the possibility of negative interest rates in the UK. This isn’t something that we’ve needed to contend with in the past, so what does it all mean?
What are negative interest …
Clean up your tax strategy (before Rishi does it for you)
Rishi Sunak’s Autumn Budget was one of the most anticipated for some time; that was until last week when he took the unsurprising decision to postpone until early 2021.…
