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Investment Portfolios

When planning your finances, it is important to distinguish the difference between savings and investments.

Pensions

Pensions are, of course, designed to enable you to save sufficient money during your working life to provide an income stream for you to live comfortably after you have retired.

Inheritance Tax

If you think your estate might have to pay Inheritance Tax, there are simple things you can do to reduce your tax liability.

Protection

Financial products are sometimes at their most useful when they are protecting our families, our incomes, our property or our business.

Friendly, approachable and easily contactable

There’s a profusion of financial advice out there but finding a good Financial Adviser is a more challenging responsibility.

Money Quotes

“Money is better than poverty, if only for financial reasons.”

Woody Allen

 

“Happiness is not in the mere possession of money; it lies in the joy of achievement, in the thrill of creative effort.”

Franklin D Roosevelt

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