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Investing to meet your long-term objectives

Investing to meet your long-term objectives

Story 31/07/17

Creating a portfolio requires a clear understanding of your aims and objectives, as well as your appetite for risk.

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Have you made the most of your ISA allowance

Have you made the most of your ISA allowance

Story 24/07/17

Although the new tax year began back in April, it’s not too late to make the most of your annual ISA allowance.

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How pension freedom rules affect your retirement

How pension freedom rules affect your retirement

Story 06/07/17

Pension freedom has been with us for two years now and while concerns appear to be unfounded, retirees still need to ensure their pensions will last.

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Make a financial plan at your next football match

Make a financial plan at your next football match

Story 28/06/17

There is a lot more in common between winning the cup and building a successful financial portfolio than you might imagine.

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Is your IFA business a myth or reality

Is your IFA business a myth or reality

Story 23/02/17

Is your IFA business a figment of your imagination? Many IFAs think they have a clear understanding of their business until the moment they come to sell. Then suddenly they realise it’s all in their mind.

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Advisers turn to in-house investment

Advisers turn to in-house investment

Story 16/02/17

Employing an external wealth manager to help your IFA business grow may seem like a good idea, but there’s a downside to this that many advisers fail to realise until its too late.

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The IFA valuation fall

The IFA valuation fall

Story 09/02/17

It’s hardly surprising when you consider that the average age of an IFA is 58 that as many as one in three advisers are looking to sell their business within the next five years. The question on everyones' mind is... 'will this affect the value of my business?'

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5 ways to avoid disaster when selling an IFA business

5 ways to avoid disaster when selling an IFA business

Story 02/02/17

The word disaster means different things to different people, but when you’re selling an IFA business there’s no mistaking where the dangers lie. The question is, how do you avoid them?

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