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3 valuable reasons your financial reviews are important

Creating a financial plan is just the first step to reaching your goals. While you may have carefully set out what you need to do, financial reviews are still essential. Often, it’s advised that you review your financial plan once…

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10 magical life and money lessons you can learn from Disney

The Walt Disney Company is celebrating a huge milestone – its 100th anniversary. On 16 October 1923, brothers Walt and Roy Disney set up Disney Brothers Cartoon Studio to produce films. From humble beginnings, the company has gone on to…

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Investment market update: August 2023

Globally, signs suggest the pace of inflation is slowing. However, businesses in some sectors are struggling and weighing on economies. Read on to discover some of the factors that affected investment markets in August 2023. According to a Purchasing Managers’…

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5 valuable work benefits that could boost your financial wellbeing

The “great resignation” is set to continue. If you’re searching for a new job, the salary is probably crucial when deciding if an offer is right for you. Yet, there are non-salary work benefits that could boost your wealth that…

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7 practical reasons to make a Lasting Power of Attorney now

A Lasting Power of Attorney (LPA) could provide you with protection when you’re most vulnerable by giving someone you trust the ability to make decisions on your behalf. Yet, a survey in the Independent, found that less…

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Financial planning, like space exploration, needs careful management after success

Space exploration is pushing new boundaries and more than six decades after Yuri Gagarin became the first man in space, historic launches and exciting milestones continue to capture public imagination. Yet, like financial planning, the period after reaching a goal…

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2 excellent ways you could boost your State Pension

While the State Pension may not be your main source of income in retirement, it’s often an important one. If you’re not on track to receive the full amount, there might be things you could do to boost it. For…

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Investing 101: 4 useful questions to answer when reviewing your portfolio

Over the last few months, you’ve read about the potential benefits of investing, what to consider when creating a risk profile, and how you could improve tax efficiency. Now, read on to discover why reviewing your investment portfolio is a…

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6 reasons why small business owners are put off by retirement

Small business owners often feel hesitant or put off by retirement due to several reasons: 1. Emotional attachment: Small business owners often have a deep emotional attachment to their businesses. They have invested significant time, energy, and personal sacrifice…

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Investment market update: July 2023

Data from economies around the world indicate business output and confidence could be slowing. Read on to find out what influenced the investment market in July 2023. Despite some data suggesting there could be a downturn in some areas, the…

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What could the UK learn from the happiest countries in the world?

The World Happiness Report has named Finland the happiest nation in the world in 2023 – it’s the sixth consecutive year the country has won the title. Read on to find out what the UK could learn…

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Why emotional decision-making could be costing you investment returns

It can be difficult not to let your emotions influence the decisions you make. When investing, emotional decision-making could be harming your portfolio’s performance and your ability to reach your goals. While you try to make investment decisions based on…

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