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Investing principles

Focus on what you can control The deep global economic shock and uncertainty surrounding the coronavirus (COVID-19) pandemic has made everyone rethink their finances and investments, making it clear that financial security is more important than ever to our overall well-being. While it’s almost impossible to plan for a global pandemic, you should still have an investment strategy that grows with…

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Grow your money…

Invest in a better future Retirement planning is one of the most important investments you can make towards your retirement, to ensure you experience the quality of life you want in later years. But millions of retirement savers are unaware that they are sitting on a powerful weapon that could be used to fight climate change and other environmental problems –…

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Financial action plan

10 steps to help you build a better financial future In these uncertain times, it can help to focus on the things you can control. And working out what your money’s doing for you now and where it might come from in the future can give you real peace of mind. As another year rapidly draws to a close many of…

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Winter economy plan highlights

What you need to know about the Chancellor’s announcement At the end of September, Chancellor Rishi Sunak announced a new Winter Economy Plan, with new measures to support businesses and individuals through the economic impact of the coronavirus pandemic, as well as extensions of current measures. While he faced pressure to extend the furlough scheme, the scheme ended as planned in…

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Planning for Succession

How you will “slice up your wealth pie?” There is no easy way to say it – anticipating one’s death is an uncomfortable topic. Yet it is often worth pushing past the initial discomfort to pursue the potential rewards of effective wealth transfer planning. There are three places your assets can go at your death: to your family and friends, to…

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Matthew Talks about NMA Top 100 award for a 7th Consecutive Year

Matthew, our Managing Director, talks through how proud we are here at Matthew Douglas to be recognised for the 7th year running as a Top100 Independent Financial Advice business, the only company with its main office based in the East of England to do so. He also talks about where the business is today and how we intend to maintain this…

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Marin Lewis warns of spate of ‘urgent payment required scams’ – please stay vigilant

Please find below a link to a worrying article regarding a spate of scams that urge you to make an immediate payment and then find your bank account fully depleted as a result, highlighted during a phone-in that Martin Lewis held recently regarding personal finances on This Morning. https://www.express.co.uk/finance/personalfinance/1356488/Martin-lewis-money-savings-scam-phone-calls-bank The key take-away is as follows: ‘Martin went on to assure viewers…

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Millennials look to build long-term wealth

Giving up on cash altogether, disillusioned by today’s dismal savings rates The number of people in their 20s and early 30s choosing to invest in a Stocks & Shares Individual Savings Account (ISA) prior to the coronavirus pandemic outbreak increased according to the latest HM Revenue & Customs annual ISA data[1]. Research shows that Generation Z and Millennials are now more…

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Revolutionising the retirement landscape

Navigating complex decisions to shape your retirement finances Pension freedoms have put a greater onus on people to keep themselves informed of their options when it comes to accessing their pension money. However, little knowledge and understanding of the rules could mean some people risk making decisions that are not best for them. For people in their 40s and 50s, understanding…

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‘Caveat emptor’ – let the buyer beware…

Increase in victims of financial scams related to COVID-19 As a result of the coronavirus (COVID-19) pandemic, there has sadly been an increase in the number of fraudsters exploiting people’s fears, targeting pension savers, investors and online consumers. New research reveals one in five (22%) have received emails, texts, phone calls and other communications that mentioned coronavirus and which they suspected…

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