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Cashflow modelling: How it can give you confidence in your choices

When you’re making financial decisions, one of the challenges is understanding the impact that it could have on your long-term finances. Not understanding the impact means you’re unsure what you should do, or when you do make a decision, you…

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How financial planning can help you strike a better work-life balance

Financial planning is about much more than simply growing your wealth. Not only can it reduce financial worry, but it can help you achieve long-term goals, reduce stress levels, and increase your mental wellbeing. Perhaps you feel like you don’t…

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Should you take a tax-free lump sum from your pension to celebrate retirement in style?

What are your plans for your first few years of retirement? Being able to take a tax-free lump sum from your pension can open up a whole host of possibilities. But would you be better off leaving your money invested?…

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7 things you need to do this Pension Awareness Day

Pension Awareness Day is just around the corner and is the perfect time to review your pension to make sure you’re getting the most out of it. So, ahead of 15 September, here are seven things you can do to…

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Investment market update: June 2021

After the global economy suffered due to the pandemic and related restrictions, the World Bank now predicts that it will grow at the fastest rate recorded in 80 years. The organisation expects the global economy to grow by 5.6% in…

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Life after lockdown: What do you want to achieve?

While some lockdown restrictions are still in place, things are slowly returning to “normal”. Since Covid-19 measures were first introduced in March 2020, you may have missed some things you usually enjoy or been forced to cancel plans. So, how…

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Do you have an investment “side hustle”? It should still be part of your financial plan

Even when seeking professional financial advice, many investors are retaining “side hustle” investments. There are many reasons why you may want to take a DIY approach to some investments but it’s still important that they reflect your wider financial plan.

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ESG investing: The impact climate change could have on your investments

Last month, leaders of the G7 nations gathered in Cornwall for a summit. Unsurprisingly, the pandemic was top of the agenda, but climate change also featured prominently. As counties reaffirm their support for limiting climate change, it could affect businesses…

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5 excuses for not seeking financial advice, and why they’re wrong

Millions of people are missing out on financial advice that could help them reach their goals because of misconceptions, research finds. Speaking to a financial planner can help you organise your finances, understand the impact of your decisions, and make…

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Is £26,000 the secret to a happy retirement?

How much do you need to live the retirement lifestyle you want? It’s a question that’s on the mind of many people as they near their retirement date. Now research suggests that couples need an income of £26,000 to live…

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Guide: 10 simple but effective ways to create a better you

Search the internet and you’ll find a myriad of self-help sites aimed at helping you to improve your life and get the most out of it. Our latest guide explores some practical steps you can take to improve your overall…

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Guide: The history of investing and what you can learn from the past

Investing has been around for centuries and the basics haven’t changed as much as you might think. Technology has changed how we invest, but some of the investment lessons from the past are just as relevant today as they were…

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