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Your older pensions could be delivering “poor value for money”, and it could cost you thousands of pounds
If you opened a defined contribution (DC) pension in the 1990s or 2000s, the charges you’re paying could be higher than comparable pensions opened more recently. Between now and your retirement, the difference could add up to thousands of pounds.
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Santorini and Matthew Walne achieve “Top Rated” Status on VouchedFor
VouchedFor has named Santorini Financial Planning Ltd as a “Top Rated Firm 2022”, also naming Matthew a “Top Rated Adviser 2022”. The Top Rated Financial Adviser Guide is distributed in The Times today. VouchedFor is an independent review site where…
Read moreMatthew Walne is officially a CERTIFIED FINANCIAL PLANNER™
We’re delighted to announce that our very own Matthew Walne has recently earned the title of CERTIFIED FINANCIAL PLANNER™. For over 30 years, CERTIFIED FINANCIAL PLANNER™ certification has been seen as the standard of excellence. A CFP® is one of…
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National Insurance and Dividend Tax rise as government suspends State Pension triple lock
This week, the government has made two major policy announcements that are likely to directly affect your finances. A much-anticipated National Insurance rise will result in an increased burden on workers including, for the first time, those above State Pension…
Read moreWhy your attention is your most precious resource
When you think about what your most precious resource is, you might say money or even time. Yet an author recently proposed a different resource that you may be overlooking: your attention. With so many distractions in…
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Scams rarely result in fraud convictions; most victims lose their money
While protection for scam victims is improving, the startling truth is that most scammers are not caught, and victims lose their money. It can have a devastating impact on your financial security now and in the future. According to new…
Read moreThe pros and cons of social media financial advice
Financial advice is a complex topic and often requires a professional planner to get right. The very idea of seeking it can seem daunting, with many people unsure of where to start or who to go to. A recent trend…
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When can you access your pension? It might be further away than you think
The age you can access defined contribution (DC) pensions is rising. Research suggests that many people are unaware of this, but it could affect your retirement plans. At the moment, you can access money saved into a DC pension scheme…
Read moreInvestment 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…
Read moreDo 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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