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Jan 15, 2021

BLOG: Can European equities finally shine?

‘Get Brexit Done’ – it was the simple, yet brilliant, slogan which won Boris Johnson a significant majority in the December 2019 general election.
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Jan 14, 2021

BLOG: ‘I finally switched bank account after 30 years’

After being with the same bank account provider since childhood, I finally decided to switch. Here’s why I made the move and my experience of the current account transfer process...
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Jan 08, 2021

BLOG: Top tips for pension planning if you’re self-employed

Whether you’re a freelancer, contractor, sole trader or small business owner, the chances are you’re used to doing things yourself. Retirement planning won’t be any different...
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Jan 07, 2021

BLOG: How to get your investments back into shape

Hopping on the scales in the first week of the New Year is no-one’s favourite task, but the January weigh-in is an opportunity to re-assess more than your exercise and diet plan....
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Dec 18, 2020

BLOG: The red flags investors should watch out for in closed-end funds

One of the most important starting points in investing is knowing where to look for opportunities, yet what is perhaps more difficult is knowing exactly what characteristics to loo...
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Dec 17, 2020

BLOG: Building a balanced portfolio for 2021

2020 really has been the strangest 12 months of my 25 years in financial services. But I’m broadly positive going into the new year.
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Dec 11, 2020

BLOG: Decarbonisation will be centre stage as we move past Covid into 2021

It’s been quite a year. The pandemic has shaped our lives in ways which would have previously seemed unimaginable. But one positive is that it’s brought the environment into sh...
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Dec 10, 2020

BLOG: Is now the time to consider equity crowdfunding?

Many of us have turned to food for comfort this year, from the banana bread-making phase of early lockdown to the lifeline of takeaway apps.
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Dec 04, 2020

BLOG: The best Christmas gift ever for a baby

Here’s a mind-blowing statistic…If you had invested 0.01 US dollars on the day of Jesus’s birth – the very first Christmas Day – and it had earned 5% interest every year,...
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Dec 03, 2020

BLOG: The outlook for financial markets in 2021

The damage has been done in 2020 but with the dawn of a vaccine, many are hoping for a return to normal. But will coronavirus keep its hold on economic growth and financial markets...
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Nov 26, 2020

BLOG: Riding the waves of 2020

As we continue riding the 2020 waves of stock market volatility, we should beware. Brexit, coronavirus and Biden are considerations but some sectors and economies will recover soon...
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Nov 20, 2020

BLOG: Why I’m no longer paying my kids pocket money in cash

Financial education shouldn’t be limited to physical money; children should grow up with an understanding of digital money too.
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Nov 19, 2020

BLOG: The pension disadvantage for female divorcees and how to plan for it

Having a conversation about retirement planning with your spouse will ensure that you’re ready for anything, including divorce.
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Nov 13, 2020

BLOG: Five concerns the PM’s low deposit ‘Generation Buy’ initiative raises

Prime minister Boris Johnson vowed to create ‘Generation Buy’ with a low deposit mortgage scheme that could help young people onto the property ladder. But it raises a number o...
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Nov 12, 2020

BLOG: With negative interest rates a possibility, is it time to invest?

Few people can have failed to notice just how low a return you get on your cash savings these days. With negative interest rates a possibility, is now the time to consider investin...
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Nov 06, 2020

BLOG: Why a ‘quick’ will is no substitute for a professionally drafted one

Those of us spending more time in the house than normal due to the impact of the coronavirus will likely be watching more daytime TV than ever before and seeing ads for quick wills...

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