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Jan 28, 2022

BLOG: Five things to consider before opening a joint bank account

Opening a joint bank account is a big step for many couples as paying bills, rent or a mortgage can be easier when the money’s coming out of a shared account.
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Jan 27, 2022

BLOG: Joe Biden one year – Do US equities offer any value?

Last week marked the one-year anniversary of the Biden presidency: a positive one for the US stock market, which returned 17.3%* over the 12 months, but a less positive start to a ...
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Jan 21, 2022

BLOG: The truth about becoming an ‘ISA millionaire’

It’s officially ISA season – the time of year investment companies try and persuade us to stash our £20,000 a year ISA limit with them.
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Jan 20, 2022

BLOG: Where does the money go when you divorce?

‘If you love someone and you break up, where does the love go?’ As Sex in the City’s Carrie Bradshaw famously questioned, the end of a relationship creates more uncertainty t...
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Jan 14, 2022

BLOG: Get a personal MOT with your work perks

Thinking about exercising more, eating less or starting a new hobby in 2022? Before anything else, consider what’s going on under the bonnet and book a personal MOT.
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Jan 13, 2022

BLOG: Is it time to rebalance your investment portfolio?

Having a diversified portfolio is crucial to investment success. It can help you grow your wealth, while at the same time limiting the risks you are taking with your hard-earned ca...
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Jan 07, 2022

BLOG: Why you’re already greener than you think

It can be hard to live lightly on the earth. Sometimes it feels like all we can do is make small positive decisions like reducing waste or buying organic, and hope that the impact ...
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Jan 06, 2022

BLOG: 2021 – a year in review

“Doubt isn’t a pleasant condition, but certainty is an absurd one.” 1 . And when it comes to investing, who can disagree with this phrase.
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Dec 23, 2021

BLOG: Five investment trusts for 2022

I’ve put a crystal ball on my Christmas list, as I will freely admit I’m befuddled on the outlook for equity, bond, or even supermarkets next year.
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Dec 17, 2021

BLOG Dealing with pensions fairly on divorce

At the best of times, most people struggle to understand their pensions, let alone when they are faced with the range of issues which a relationship breakdown can generate.
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Dec 16, 2021

BLOG: Saving the planet one statement at a time

The dust may have settled on COP26, but as with most political issues, there are very different points of view about its importance, the impact it may (or may not) have, and the ti...
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Dec 09, 2021

BLOG: Why women are working for free

It’s the second week of December, 95% of my Christmas shopping is done, nativity costumes have been procured and it’s day 21 of working for free.
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Nov 25, 2021

BLOG: Can you get a mortgage if you’re self-employed?

With the anticipation of multiple interest rate rises predicted by many over the next 18 months, in response to spiralling inflation, the conversation of mortgages and specifically...
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Nov 19, 2021

BLOG: Delayed retirement – should you consider equity release in response to post-Covid financial strain?

The uncertainty of the pandemic has complicated many people’s plans for the future.
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Nov 18, 2021

BLOG: The diverse art of property investing

Discussing house prices is a hugely popular pastime in the UK. It’s right up there with the weather when it comes to conversation starters.
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Nov 12, 2021

BLOG: The importance of talking about your pension

Despite research showing people who discuss money make better financial decisions and feel less stressed, nine in 10 UK adults still find it hard to talk about money.

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