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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We’re shortlisted in the MoneyAge Awards 2020

Fantastic news, as for the third year running, we’ve been shortlisted in the MoneyAge Awards. We’ve been shortlisted for the ‘Financial Adviser of the Year’ (Small to medium) category at the MoneyAge Awards 2020 which will be taking place this October in London. Returning for their 5th year the MoneyAge Awards celebrate the excellence, innovation…

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How to develop a clear plan for your wealth and property

Whether you have earned your wealth, inherited it or made shrewd investments, it’s important you know how to develop a clear plan for your wealth and property. You will want to ensure that as little of it as possible ends up in the hands of the taxman and that it can be enjoyed by you,…

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Building a strategy that meets your financial needs

The only constant in life is change, which is why individual financial life planning should not be a one-off exercise. Reviewing your finances regularly is essential if you want to stay on track to meet your financial goals. Making sure your finances are in the best possible shape will also make sure you stay on…

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