The road map to a successful investment experience starts with having the destination firmly in mind before you set out. Read more >

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31st July 2011

Q&A, Press & Journal

Q & A with Barry O’Neill, Investment Director Read more >

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Start with the end in mind when it comes to long-term planning. Consider how you want to live your life now and in retirement. Read more >

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Crucial steps to ensure hopes for retirement don’t take a holiday from reality. The key to realising your dreams for life after work is to take control. Read more >

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Careful planning can help lift burden of paying for your care. Meeting the cost of care in your old age, whether in your own home or a nursing home, is becoming a growing issue. Read more >

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During a divorce it is relatively easy to value and divide assets like property, savings and investments, but what about pensions? Pension funds can be very valuable, but what are the options for using them or claiming a share? Read … Continued

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FSA warns of ‘complex, bundled products’ with ‘opaque structures’ and ‘risks that are difficult to assess’. The Financial Services Authority has recently compiled a list of what it refers to as “warning signs” that it believes will help identify financial … Continued

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Selecting appropriate strategy amid volatility of markets should be decided from start. Ultimate goals key to determining level of investment risk. Read more >

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New financial planning practice formed after Thomson Shepherd buyout. Read more >

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Managers of financial planning firm Thomson Shepherd have bought the business from its owners for an undisclosed sum. The six-strong team led by managing director Gordon Wilson bought the business from Skipton Building Society, which took a 75 per cent … Continued

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