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Strategic Insights

Wealth building for the future

Wealth Manager Tom Fleming takes a look at wealth-building strategies for individuals at all stages of their careers, but especially for young people who are just beginning their professional lives. Consider sharing this guidance with your children to help them establish a strong financial foundation early on.
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Tom Fleming
July 25, 2023
5 min read
Strategic Insights

Property or pension: the best investment choice

Property vs pensions, which is the better investment decision? Nick Rolf compares investing in property and pensions for retirement funding, discussing the advantages and disadvantages of both approaches, including tax benefits, potential returns, and risk factors.
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Nick Rolf
July 11, 2023
8 min read
Strategic Insights

Growth vs Value Investing

Investment Analyst, Nick Harrington, explores the importance of choosing the right investment approach during market volatility for optimal returns.
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Nick Harrington
June 27, 2023
6 min read
Strategic Insights

Unlocking budgeting and saving secrets

Unveiling budgeting and saving secrets amidst a cost-of-living crisis. Revolutionise your finances with these top apps and discover how to manage and invest your money with the latest fintech tools.
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Tom Fleming
June 13, 2023
7 min read
Strategic Insights

Estate planning

Nick Rolf discusses estate and legacy planning: from writing a will to setting up a trust to minimising inheritance tax, here are the building blocks of an efficient estate plan.
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Nick Rolf
May 30, 2023
10 min read
Strategic Insights

Annuities are back in the mix

Wealth Manager Melissa Thorogood discusses the renewed popularity of annuities after some 14 years out in the retirement mix cold. Ongoing market volatility and rising interest rates mean that guaranteed income for life is worth considering again.
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Melissa Thorogood
May 19, 2023
5 min read