Well, it’s been quite a year. Let’s remind ourselves where we were back in April 2025, as we were in the full throes of President Trump and Tariff-gate. Markets in the US dropped by around…
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We are already several weeks into the New Year. The festive break feels like a distant memory, work has resumed at full pace, children are back at school (with mocks underway for some), and you…
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In recent years, we’ve seen a steady rise in enquiries from doctors and dentists about financial protection, particularly income protection. It’s hardly surprising. Economic uncertainty, rising living costs, workforce pressures, and ongoing NHS challenges have…
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In the UK, charitable giving at Christmas can be both financially savvy, thanks to generous tax reliefs such as Gift Aid, Payroll Giving, and inheritance tax exemptions, and socially meaningful, as donations support vital causes…
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After recently becoming a father myself and a financial adviser to medical and dental professionals who balance demanding careers, family life, and long-term planning, I’m often asked the same questions. The most common being, how…
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More anticipated and surrounded by speculation and dubbed the ‘hokey cokey budget’ by Speaker of the House, Sir Lindsay Hoyle, the budget has finally been delivered, albeit earlier than intended, after the OBR accidentally released…
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When it comes to securing a new mortgage deal, whether you’re a first‑time buyer, moving home, or coming to the end of a low five‑year fixed rate you locked in back in 2021, today’s mortgage…
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We have seen decent returns across various asset classes over the last quarter, building on what has been a strong year in general for stock markets, notwithstanding the Trump Tariffs ‘blip’ in early April, which…
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