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20 Jan The best of what we read, watched and listened to this week

Posted at 10:52h in Clients, Lifestyle, Positivity
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The best of what we read, watched and listened to in the week ending 20th January 2023....

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16 Dec The best of what we read, watched and listened to this week

Posted at 14:22h in Clients, Lifestyle, Positivity
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The best of what we read, watched and listened to in the week ending 16th December 2022....

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25 Nov The Autumn Statement

Posted at 12:58h in Financial planning, Investment, Lifestyle, Pensions
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Chancellor Jeremy Hunt’s second major announcement was designated as an Autumn Statement, but it will have a greater financial impact than most Budgets....

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11 Nov The best of what we read, watched and listened to this week

Posted at 08:17h in Clients, Lifestyle, Positivity
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The best of what we read, watched and listened to in the week ending 11th November 2022....

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21 Oct The best of what we read, watched and listened to this week

Posted at 08:39h in Clients, Lifestyle, Positivity
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The best of what we read, watched and listened to in the week ending 21st October 2022....

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29 Sep The Growth Plan

Posted at 14:18h in Financial planning, Investment, Lifestyle, Pensions
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What the Chancellor, Kwasi Kwarteng, presented to the House of Commons on Friday was definitively not a Budget; it was ‘The Growth Plan’. ...

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16 Sep The best of what we read, watched and listened to this week

Posted at 07:54h in Clients, Lifestyle, Positivity
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The best of what we read, watched and listened to in the week ending 16th September 2022....

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05 Aug The best of what we read, watched and listened to this week

Posted at 08:14h in Clients, Lifestyle, Positivity
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The best of what we read, watched and listened to in the week ending 5th August 2022....

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29 Jul The best of what we read, watched and listened to this week

Posted at 11:54h in Clients, Lifestyle, Positivity
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The best of what we read, watched and listened to in the week ending 29th July 2022....

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26 May What is a safe withdrawal rate?

Posted at 14:33h in Financial planning, Goals, Investment, Lifestyle, Money values, Positivity
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One of the questions which concerns most investors is the rate at which they can safely draw on their portfolio...

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Mild mannered financial planner by day, crusading Financial Bodyguard by night.  Dispensing pearls of personal finance wisdom, one day at a time.

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