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Useful Articles

Factors likely to have a lasting and positive impact on wealth Whether you have earned your wealth, inherited it or made shrewd investments, you will ...
Continuing impact on people’s physical health and financial wellbeing The coronavirus (COVID-19) pandemic has had, and will continue to have, a major impact on our ...
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Investing with impact

How ESG creates long-term value It’s no secret that the growth of Environmental, Social and Governance (ESG) investments in recent years has been fundamental.
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Generation vexed

A third of Gen Xers not confident they can fund their retirement One in three (31%) Generation X members (those born between 1965 and 1980) ...
People thinking more about their spending and financial priorities The coronavirus (COVID-19) pandemic has lead to more people re-thinking how they spend and manage their ...
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Planning for early retirement

What are the financial consequences to stopping work in your 50s? Early retirement may be the ultimate dream for some, but the coronavirus (COVID-19) pandemic ...
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The power of a plan

How to create a personal financial plan in 8 steps When thinking about your future financial wellbeing, it can be helpful to consider a plan. ...
Focusing on your baby and their financial future Becoming a parent for the first time is exciting, unpredictable, and of course, a little daunting. For ...
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Accidental savers

How the pandemic has reduced workers’ expenses Figures for the entire economy conceal a great deal of variation in terms of the impact COVID-19 has ...
Who is well placed to cope with life events? Part of being financially capable is being financially resilient. This means that we are faced with ...
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State pension

How this fits in to overall pensions received You don’t automatically receive your state pension, you have to claim it. You have the option to ...
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Six principles of investing

Putting aside money for your future and getting it to work for you Whatever stage of life you’ve reached and whatever plans you may have ...

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Adam was quick to assess & understand my situation, and was able to discuss & communicate in a very concise and simple way the various options available to me, taking time for me to understand and clarify where necessary. My understanding & knowledge of taxation & pensions has increased significantly allowing me to feel much happier making financial decisions for the future.

Rob – West Sussex
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Data is compiled by Adviser Portals Ltd every 60 minutes. Information is not realtime. Last updated: 27/01/2025 at 12:00 AM
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