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Planning for retirement
This guide looks at some of the financial issues to consider when planning for retirement. Saving strategy How much you need to invest to fund your retirement will depend on a number of…
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Active Fund Management – The Exception to the Rule?
If you read our recent post, you’ll understand that active fund managers can’t out perform the markets. But still you might ask – Yeah, but what about Anthony Bolton? When faced…
Read moreActive Fund Management – The Great Rip Off story
What is Active Fund Management and why should it be avoided? Although many alchemists were indeed crackpots and charlatans, many were well-meaning and intelligent scholars, who were simply struggling to make sense of a subject which,…
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Financial Planning and Strategy Guide 2013/14
Financial Planning and Strategy Guide 2013/14 This comprehensive guide provides important information for your financial planning, both in the short and long term. Proper tax and financial planning can reduce or defer the tax you pay, freeing up more of…
Read moreOne million workers aged 65 and over…
Figures released by the Office of National Statistics (ONS) recently showed that there are now more than one million workers aged 65 and over. This is the highest number since the ONS started collating this data, back in…
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Busted! The Myth that Fund Managers Outperform the market
In our last post we looked at the Fiction V’s Facts around investing. A huge amount of financial information enters the public domain each day. Without an effective filtering process, you could become…
Read moreAugust 2013 Market Commentary
There was good news and bad news for the world economy in July – as ever, commentators were divided on whether the glass was half full or half empty… The price of gold has been…
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When you’re investing understand the Fact Vs the Fiction
Investment Facts ‘v’ Opinions Following our series of Investment Policy Statement, 4 Great Reasons you want one, we continue with understanding your investment decisions which are influenced by two factors: information that is…
Read more4 Great Reasons you want an Investment Policy Statement
Santorini Financial Planning have created an Investment Policy Statement so our clients understand and have their own unambiguous record of Santorini’s investment philosophies, strategies and processes. Our aim is to help you make smart decisions about your money and,…
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Protecting your retirement income from inflation
Protecting your retirement income has never been more important. Rising inflation (3.3% RPI – Retail Prices Index), and therefore living costs, erodes the value of your income while you work. But the extent to which inflation can also affect…
Read moreFinancial planning v financial advice: is there a difference?
There is a common misconception amongst the public that financial planning and financial advice are one and the same thing. This has not been helped by the banks and building societies naming their in-house financial advisers financial…
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Cash ISAs – a valuable investment or a waste of time?
As you would imagine I often get asked about Cash ISA rates from my clients. I get the impression that the majority of people don’t understand the effects inflation has on their cash. Is cash still King?…
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