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Anthony West – Young Financial Planner of the year awards 2017

Anthony (Tony), Russell, Mark, Georgia and Rebecca attended the prestigious Retirement Planner 2017 Awards event on Friday 16 June at the Jumeirah Carlton Tower, London SW1. Why? Tony was shortlisted for the Top 5 UK Young Financial Planners of the year for the South East & Midlands. According to the judging panel, ‘..the Awards highlight those intermediaries and companies who have…

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Road to Brexit…

Biggest investment planning challenge over the coming years for all investors Brexit has created an air of uncertainty, and no one really knows what’s coming next or what it could all mean in the long term. On 29 March, Prime Minister Theresa May triggered Article 50 of the Lisbon Treaty in a letter to EU Council President Donald Tusk, starting two…

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UK election result: what it means for Brexit and markets as at 9th June 2017

Theresa May has formed a new government. Please find a view from three experts from Schroders who explain to retail investors the implications for the economy, markets and Brexit. The UK general election unexpectedly resulted in a hung parliament, where no party had an overall majority. The Conservatives remain the largest single party and have today formed a minority government. It…

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A little today, a lot tomorrow

Managing investment risk during turbulent markets A common mistake that some investors make is not diversifying their portfolio enough. To make sure investments are spread across different asset classes, it could contain a blend of equities, bonds, cash, property and others (such as commodities and gold) to benefit from their changing investment cycles. But while diversification is indeed the key to…

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Who will be opening a new ISA in 2017?

Five million over-50s looking to make their money work harder Savers have had it extremely tough over many years now, and yet many still feel uncertain about making the switch to investing. This is largely because people don’t know quite where to start, and they are wary of the risk. However, people need to make their money work harder for them…

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Foreign expats living in the UK

New regulations coming into force from 6 April 2017 As the tax year end approaches, people will be rushing to ensure they maximise their annual allowances and have their finances in good shape. This deadline applies equally to foreign expats (often referred to as ‘non-UK domiciles’) living in the UK as it does to those who were born in the UK….

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Origins of wealth

Turning a vision into reality We understand that no two people are alike and that each of us will have a unique set of objectives. As professional advisers, our starting point is therefore always to take the time to truly understand your goals and aspirations and to turn your vision into a reality that creates sustainable solutions for your aspirations. You…

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Savings bug short-lived

Slipping back into old habits after a salary increase Workers have the best intentions to make the most of their saving potential when their salary increases, but they only consider doing this for up to a month before slipping back into old habits, according to research from YouGov. Saving more following a pay rise The YouGov findings showed that over two…

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Career kick-start

Parents feel it is their responsibility to support their children Despite footing the bill for further education, almost a quarter (23%) of parents worry that their children’s qualifications won’t be valuable in the workplace. Parents in Britain are spending on average £17,400 to help kick-start their children’s careers, new research from Scottish Widows’ think tank, the Centre for the Modern Family…

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Pension booster

Setting goals for retirement Those who set tangible goals for the future could be £30,000 better off in retirement, according to new research. The Set the Right Goals study from Zurich UK found that those who set specific goals for when they are aged 65 or over are more likely to save, putting aside approximately 7% of their salary into their…

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