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The pros and cons of purchasing an Annuity at retirement
Since Pension Freedoms were introduced in 2015, more of us are choosing to access our pensions flexibly when we reach retirement. With greater choice, the number of retirees opting to purchase an Annuity is falling, but is it still a…
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Pension cold call ban comes into force
A new law has come into force which makes it illegal for companies to cold call about pensions. The ban on unwanted, unsolicited phone calls to people about their pensions follows an industry campaign to make the practice illegal. Companies…
Read moreDecember 2018 Investment & Economic Update
In our latest monthly investment update for December 2018, we look at how the investment markets, the global economy and commodity prices are performing. Following the sharp 5% fall in October, the FTSE 100 index of leading UK company shares…
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5 Things to Consider When Choosing an Independent Financial Adviser
Decided that you need an Independent Financial Adviser? the next step is to choose one the right one to meet your needs. This decision will make a big impact on your financial future and as such it must be considered…
Read moreSeven reasons to regularly review your finances
Once you’ve made a financial plan, that’s not the end of the process. Regularly reviewing it in the context of your current situation is a must. When you think back to what your priorities or aspirations were just five years…
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Looking beyond the finances when planning for retirement
Deciding to retire is a huge decision. But it’s often one that focuses on finances rather than your aspirations. However, giving up work is about a whole lot more than whether you can afford to. Finances undoubtedly play an important…
Read moreMore people are choosing equity release; but is it a good idea?
Homeowners and retirees looking to boost their incomes are increasingly using equity release products. Giving homeowners a way to access the wealth tied up in their property, equity release can be an attractive option. It can give you a lump…
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Has the media influenced your financial decisions?
Media plays a huge role in the decisions we make on a daily basis. From digital news sites to social media, you can hardly escape its influence. But is ‘financial porn’ affecting your decisions and financial security? Sensationalist news has…
Read moreWhy financial planning is crucial as you approach retirement
As you approach retirement, you’ve probably been dreaming about what you’ll do with the extra free time. Perhaps you plan to see the world, spend more time with grandchildren or indulge in some hobbies. But what would you do if…
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Your guide to writing a will
November marks Will Aid Month. We want to take the opportunity to remind you just how important a will is and explain why it should be considered a crucial part of your financial planning. You no doubt have an idea…
Read moreWhat’s Your Fiscalosophy?
Successful financial planning involves more than the balance in your portfolio. A strong financial plan represents what is important to you as an individual—in other words, your Fiscalosophy. Consider these two scenarios: Mark spends lots of money on trips and entertainment.
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Proud to be supporting Financial Planning Week
At Santorini Financial Planning we are happy to once again be supporting Financial Planning Week in conjunction with the-not-for profit professional body the Chartered Institute for Securities & Investments (CISI). We are offering free, 1 hour surgeries, either face to face,…
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