Month: July 2020

Investor Update

Stocks

First of all, as the UK and many countries around the world tentatively ease their lockdowns, we hope that you and your family are continuing to stay well and benefiting from the initial steps to get back to normal. The coronavirus pandemic has caused significant volatility in global equity markets and we continue to see …

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It’s Good To Talk

Talk

While, for many, discussions about money can be extremely uncomfortable, experts have long stressed the best approach to financial issues is invariably to talk about them. Indeed, perceived wisdom suggests the more open and honest people are about money, the better their life and relationships tend to be. Finance: the last tabooThere’s a wide variety …

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Be vigilant and scam smart

Scam

Warnings from a number of UK bodies, including the Bank of England, Financial Conduct Authority, National Crime Agency and Action Fraud have urged people to be vigilant about scams by fraudsters who are taking advantage of people’s fears and capitalising on the COVID-19 crisis. Huge increase in casesAction Fraud has released figures showing that reports …

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How secure is your business?

Business

Business protection is a crucial element in a company’s financial future, but how many have cover in place? You may have covered the tangible assets in your business, but have you protected the most important asset; the people who contribute directly to your bottom line? If the answer is no, you could be putting your …

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Estate Planning

Family

Estate planning encompasses not only preparing your finances to ensure your assets are protected for your loved ones once you are gone, but it’s also about ensuring you have enough money to live on. It starts with obtaining a comprehensive view of your assets. Assessing the value of your estate and ensuring the right documentation …

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