Month

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Investment market update: March 2021

Category: News

During March there were reasons to be optimistic. In fact, the Organisation for Economic Co-operation and Development (OECD) raised global growth forecasts following Covid-19 vaccination and stimulus package news around the world. It’s now expected the global economy will expand 5.6% this year. Despite the pandemic dominating headlines, a survey from the Bank of America

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How to take a “holiday” in your own home

Category: News

After a difficult year, many people have been looking forward to getting away somewhere new to relax. But with holiday destinations facing Covid-19 challenges and new restrictions, summer holidays could be at risk again. Despite the vaccination programme rolling out and social distancing restrictions beginning to ease across the UK, prime minister Boris Johnson has

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3 reasons to make social care part of your retirement plan

Category: News

The cost of funding care and delivering support to the elderly has become a national priority. However, research suggests it’s still not something individuals are thinking about when they make retirement plans. As average life expectancy has risen, the demand for care has soared and more people are living with complex needs. A report from

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Congratulations to our VouchedFor Top Rated planners

Category: News

We’re delighted to let you know that our Financial Planners, Gareth Rees and Elliott Swatton have qualified for the 2021 VouchedFor Top Rated guide, distributed in The Times on Saturday 10th April. The guide was created to showcase the best of the best in financial services throughout the UK. To qualify is a huge honour.

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