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Safe as Houses

By Mark Penston The current ‘Baby Boomer’ generation have generally made good gains from property. Many also have good company pensions, making this generation wealthier than ever before. But has…

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Time in or timing the market?

  For many people, the thought of investing in the markets can be scary, perhaps even more so when the stock market reaches an all-time high as the UK and…

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Pension Planning

  It’s a bit of a recurring theme I’m afraid, but then it is part of what we do! As I write we are in the busy, end of tax…

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LISA WHO?

  By Rob Starling Prior to the 2016 Budget, all the talk centred around Pensions and whether they would continue to exist in their current form. We were also introduced…

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Dying to sort things out…

By Mark Penston Sadly, one of the motivators for people to sort their financial affairs out is because they, or perhaps one of their parents, have discovered that they are…

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So, what do we do?

Although we regularly write articles on a wide range of financially related topics, we’ve never really addressed the question of what we actually do for our clients. Some readers will…

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I should have bought more Lego!

I should have bought more Lego! As the last few weeks have demonstrated, investment markets can be unpredictable. The recent fall in the Chinese stock market (down about 40% at…

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