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Posts Tagged ‘investment strategy’


News Update: Festive Financial Gifts


There’s nothing better to get you in the spirit of the season than giving. Even though sometimes it’s hard to find the right gift, you can’t really go wrong with the gift of cash. Whether you want to help fund a loved one’s education, their wedding, contribute to a deposit for a first home, or […]




Investment Check Up


One of the first things you should learn when you begin investing is that it’s all about the long game. Traditionally, investing is more of a long-term solution to build wealth, and that means you’ll have to weather a few storms along the way. With the world still reeling from the coronavirus pandemic, it should […]




Investing for Future Generations


Every parent wants to ensure their children have the best chance at success. And since life is expensive – education, weddings, homes – if you can afford to help your loved ones get a head start on their finances, who wouldn’t jump at the opportunity?




Diversify Your Investment Portfolio


Both NHS and private practice doctors and dentists likely have an investment portfolio – but do you know if you have the right mix of investments? Diversification helps you navigate the often turbulent waters of investing. Anything that can minimise your exposure to market volatility is a good thing, so find out more about why […]




Why There’s No Such Thing As a Risk Free Investment


Knowing your comfort level when it comes to risk is crucial when you’re investing. All investments come with some level of risk because there’s no guarantee how anything will perform. You need to make decisions that could either turn out great or cause grief.




ISAs Protect Against Tax Grab


An Independent Savings Account (ISA) is a great way to save both money and tax. There are a variety of types of ISAs, all designed to help you save towards a particular goal. They can also help protect against anticipated tax grabs – the humble ISA works harder than you think.




Our Wealth Platform – Making Investing Easy


Investment planning can be complicated, with so many areas to consider it can be hard to know where to begin. Our Wealth Platform can make managing investments a little easier.




Investing in Cryptocurrencies – Tax Implications


Even though the earliest form of cryptocurrency appeared decades ago, it has taken the world by storm in recent years. What exactly is cryptocurrency and should you add it to your investment portfolio?




3 Tips to Reset Your Financial Focus This Year


After a year with COVID-19 and an uncertain future ahead, your finances might not be in the best place at the start of the year. Here are three key things you can focus on to reset your financial focus in 2021.




Take Advantage of Market Dips in 2021


A solid investment portfolio should be part of everyone’s financial plan. While there are many different approaches to investing depending on your attitude towards risk, if you are comfortable with a little more risk, there will be some opportunities to take advantage of in 2021.




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