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Wealth/financial planning

Our independent wealth planners share their expertise in our educational wealth planning hub. Read more here. 

Should I save extra for long-term care at home?
5 September 2023 in Wealth/financial planning, Retirement & pensions

We have always encouraged our wealth planning clients to include provisions for long-term care in their plans. This might be in a care home, but we have found that, since the pandemic, many people now prefer the idea of being looked after in their own homes.

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10 steps to build your financial fitness
14 May 2023 in Wealth/financial planning, Investing, Inheritance, Retirement & pensions

In order to meet your goals, both short- and long-term, you need to have a thorough understanding of your financial position, so that you can make the most of your money and create a comprehensive wealth plan for the future.

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Investment involves risk and you may not get back what you invest. It’s not suitable for everyone.

Investment involves risk and is not suitable for everyone.