Thinking About the Big Picture

Financial Planning
I recently spoke with a potential client seeking investment advice. While this is a straightforward request, as an Independent Financial Adviser, it is important to consider the client’s broader circumstances…
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Inflation Falls….

The latest data from the Office for National Statistics (ONS) shows that UK inflation eased in October 2023, but remains elevated. The Consumer Prices Index (CPI) rose by 4.6% in…
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Office Refurb Complete! βœ…

General News
We are delighted to announce that our offices have been fully refurbished now! 🏒 This means that visiting clients will not have to scale the β€œvery steep” stairs anymore. Unless…
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How to Avoid FOMO!

FOMO is the fear of missing out. One of the biggest mistakes that consumer based investors make is trying to time the markets. Missing the best days hurts… A study…
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