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News and Articles
03 Jan 2025
New Year, New You! – The Seven Financial questions your IFA can help you answer
Now’s the best time in the cycle of the Year to get your finances sorted. And it may be the best Resolution you make It’s that time again. You went a bit mad on the credit card being Santa pre the 25th, you ate your body weight in… Read More
02 Jan 2025
A Year in the Markets- Review of 2024
2024 was another strong year for equities. The FTSE All World Index closed the year up 19.9%. This masked though some large regional differences as you can see from JP Morgan’s Guide to the Markets. The US S&P 500 closed up 27.3% (in GBP),… Read More
03 Dec 2024
Don’t let the pension investment curb leave a sour taste in your mouth
Since 2016, high earners have had to accept what can seem like a draconian block on how much they can put into their SIPP. But there may be a nice little trick that could sweeten the medicine here Say you’re a high-ranking professional in the tech sector, in finance, or… Read More
