Personal Finance Society’s ‘Volunteer of the Year’

It was a huge honour to be named the Personal Finance Society’s ‘Volunteer of the Year’ at a previous black tie awards evening. The Personal Finance Society (PFS) has over 35,000 members and the award was presented to me by famous actor, James Nesbitt – someone I’m a big fan of having watched him in…

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Personal Finance Society’s ‘Volunteer of the Year’

It was a huge honour to be named the Personal Finance Society’s ‘Volunteer of the Year’ at a previous black tie awards evening. The Personal Finance Society (PFS) has over 35,000 members and the award was presented to me by famous actor, James Nesbitt – someone I’m a big fan of having watched him in…

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Care in later life

One of the biggest challenges of the 21st century is Britain’s ageing population. As later-life care becomes more prevalent, whether you are considering this for yourself or a relative, covering the costs involved can be significant. As we get older, the care and support we eventually need is also likely to change. Perhaps we’ll need…

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Pandemic forcing a widespread rethink of retirement plans

The coronavirus (COVID-19) pandemic crisis has thrown some of the nation’s retirement plans up in the air. As a result, a number of people over 50 and in work are set to delay their retirement (15%) by an average of three years, or keep working indefinitely (26%) as a direct result of COVID-19, according to…

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Getting my finances in order

When it comes to making financial decisions, you don’t have to go it alone. The coronavirus (COVID-19) pandemic outbreak has affected people in various ways. However, this has undoubtedly been a time for contemplation surrounding our personal finances. Many have taken the new-found time at home to conduct a review of their finances, to assess…

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Planning to leave a family legacy?

We are living in extraordinary times right now, in the grip of a global coronavirus (COVID-19) pandemic. Many people are concerned to ensure that their affairs are in order and that they have made a Will, which is one of the most important legal documents you can create in life. It is always sensible to…

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Investing during retirement

Retirement is a major accomplishment for most people. You’ve worked hard all of your working life to save and prepare for your retirement, and now you’ve finally retired. So how should you approach investing now that you’re no longer earning a salary? When it comes to investing during retirement, with the right strategy, you can…

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No desire to retire

Giving up the 9-5- doesn’t necessarily mean stopping work. Many people are now considering staggered or flexible working. It can suit some individuals who have caring responsibilities or health issues, or those thinking about retiring in the next few years. Unsettling period Several decades ago, working and retirement were binary terms, with little overlap. People…

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Importance of mitigating key investment risks

Asset allocation depends on your goals, your attitude to risk, your capacity for loss and market conditions. Understanding investment risk and determining what level of risk you feel comfortable with before you invest is an important part of the investment decision process. Potential returns available from different kinds of investment, and the risks involved, change…

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Spreading your money across different investment types and sectors

If we could see into the future, there would be no need to diversify our investments. We could merely choose a date when we needed our money back, then select the investment that would provide the highest return to that date. It might be a company share, or a bond, or gold, or any other…

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Trust in your investments

Investment trusts are a well-established way of investing. Many investors prefer to invest in a fund rather than by picking individual stocks, shares or other assets. Funds allow you to diversify your portfolio easily, as well as giving you the chance to benefit from the expertise of fund managers. They are set up as listed…

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TIPS financial magazine Sep/Oct

Welcome to the latest issue of our TIPS financial magazine for Sep/Oct 2020. As the world continues to work out how to live with the coronavirus (COVID-19) pandemic, many will agree that the new normal needs new thinking. The pandemic has unleashed changes that seemed unthinkable only six months ago. Along with the health, safety…

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Truly launch VERO Platform

Truly Independent are delighted to announce that we have now launched our latest new and exciting development in the evolution of the service we provide to clients; the VERO Platform. The VERO Platform will allow clients to have all their investments accessible in one place. Speaking about the launch, Co-Founder and Managing Director, Andrew Goodwin,…

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August financial guidance factsheets

All of our August financial guidance factsheets are available to download below. Each one focuses on a different financial aspect to help guide you when setting and reaching your financial goals. If there is anything you are unsure about, or would like further information, all of our independent financial advisers offer a free initial consultation…

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