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Visualise your future

Reaching a state of complete financial wellbeing Financial wellbeing ultimately comes from achieving financial security and independence. When you’ve reached a state of financial wellbeing, you’ve got to a point where you have a sufficient level of income for your lifestyle needs, enough capital to give you peace of mind and the knowledge that whatever happens you, your family and business…

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Creating a total wealth solution

Don’t forget, unwritten goals are just wishes If you do not know where you are going on your life journey, how will you know when you arrive? This is very true about the importance of having financial goals. You need to set financial goals to help you make wise financial decisions, and also as a reward for your efforts. Goals should…

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What do you want from life?

Asking questions that will shape your future Just about everybody wants to become financially secure and independent – so why do so few people get there? One thing is for certain: it very rarely ‘just happens’. It starts with a vision and then a detailed plan, and a willingness to commit to that plan. Your total life plan is a financial…

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Life goals

Are you building the future you want? Creating a financial roadmap for the future you want involves a close analysis of your personal finances and an assessment of other building blocks. Lifestyle matters look at how to balance work and leisure, how to make smart choices for the future and many other items regarding how to help you enjoy the journey….

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Can’t afford to retire…

Getting your pension finances back on track Do you know how much money you will need in retirement? What about how much you already have saved? Do you know what kind of income that might provide? Unfortunately the answer is ‘no’ for some people. When thinking about how much you will need to retire comfortably, it’s important to consider the sort…

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More than 1/3 Britons plan to maintain new saving habits

  Coronavirus (COVID-19) pandemic has brought savings back into sharp focus A combination of financial concern and falling household spending means that those whose incomes have survived the coronavirus (COVID-19) pandemic so far have been keener than ever to save their money. More than a third (36%) of Britons plan to maintain new saving habits adopted since the arrival of COVID-19,…

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Making a Will during Covid-19

Thinking about how well we are prepared for our futures As coronavirus (COVID-19) leaves many of us working from home surrounded by our families and loved ones, it is inevitable that we start to think about how well we are prepared for our futures. Wills and estate planning more broadly is a sensitive subject for households across the UK, and is…

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Why seek professional financial advice?

Tackling problems, creating a plan, dealing with challenges Whether you’re starting out or well into your wealth creation journey, professional financial advice help you to define your goals and the path to getting there. It gives you a map and ongoing support to help you take control of your future. Everyone has different goals in life. But whatever your goals, receiving…

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Planning for tomorrow, today

4 pension facts to help you create a happy and wealthy retirement The future may seem far away. Regardless of your retirement goals, there are things you can do to increase your chances of success. It is important to look objectively at your plans and adapt them as your priorities change over the years and you go through different life events….

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Will the over-50s become a lost generation?

Older individuals who lose their jobs are less likely to secure re-employment Older workers are one group of people who are at risk of suffering serious and persistent consequences from the economic turmoil arising from the coronavirus (COVID-19) pandemic. In particular, older individuals who lose their jobs are less likely than younger workers to secure re-employment or to find a job…

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