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| 26.01.2023
Taking care of clients when selling up
Both seller and prospective buyer must put clients’ interests first — and communicate throughout. Without clients, advisers have no business. So, when the time comes for advisers to exit their business, they want to know an acquirer will take care of those valuable clients they are passing on. But how can advisers be reassured their … Continue reading Taking care of clients when selling up
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Opinion | 19.12.2022Market Briefing (no.50) – 20th December 2022
2022 will go down in British history as the end of the second Elizabethan era, as the Queen passed away. The Carolean age began on the 8th September with the accession of the former Prince of Wales becoming King Charles III. (more…)
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Opinion | 22.11.2022How cash flow planning helps you make better decisions with your wealth
Like many people, you no doubt dream of having financial peace of mind, so you can live your life safe in the knowledge that you have enough money. (more…)
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News | 17.11.2022Q3 quarterly investment review of 2022
This quarterly investment review contains information from the most recent investment committee held on 20th October 2022 and governance oversight committee meeting on 21st October 2022, with the subsequent rebalances occurring on 28th October 2022. (more…)
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Opinion | 31.10.2022The immense benefits of long-term investing for long-term sustainable aims
From 6th to 18th November, the 27th Conference of the Parties of the United Nations Framework Convention on Climate Change (UNFCCC) will be held in Egypt, more commonly referred to as “COP27”. (more…)
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Opinion | 19.10.2022Market Briefing (no.49) – 19th October 2022
Kwasi Kwarteng has become the second shortest Chancellor of the Exchequer in history when he was replaced by former Health Secretary and two-times Tory leadership candidate Jeremy Hunt, who became the fourth Chancellor in 101 days. (more…)
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News | 12.10.2022Third Financial pushes to ‘modernise advice sector’ with Intelliflo integration
Investment platform Third Financial, who Foster Denovo partnered with in 2019, has developed a two-way integration with Intelliflo Office (IO), as part of its efforts to help advisers “simplify and scale” their businesses. (more…)
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News | 07.10.2022Market Briefing (no.48) – 6th October 2022
What a summer of changes the United Kingdom has experienced. (more…)
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Opinion | 12.09.2022Catching up on your state pension
The deadline to backfill your pre-2016/17 state pension contributions is nearing. With the introduction of the new state pension in April 2016, the government offered a temporary opportunity for those who did not have a full record of national insurance contributions (NICs) to make up for their shortfall, even if they had already reached state pension age. (more…)
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Opinion | 31.08.2022Cash is not what it used to be
At the end of September, the old paper £50 and £20 notes will no longer be legal tender. But is cash past its prime in general? (more…)
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