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Financial Planning

16th March 2021

Restricted vs Independent Financial Advice

When you are looking for a financial adviser, it can be difficult to tell the difference between independent and restricted firms. More importantly, it is not always clear which option best suits your circumstances.

8th March 2021

Should I Be Worried About Inflation?

In the wake of the Covid19 pandemic, inflation has been fairly flat over the last year. But economic activity is starting to pick up again, with strong rebounds predicted for the coming 12 months.

9th February 2021

6 Tips on Choosing the Right Financial Adviser

Choosing the right financial adviser can be tricky. Should you rely on adviser directories or stick with personal recommendations?
How can you tell if a firm is legitimate? What are the warning signs you should be looking for? And just as...

18th January 2021

What is the Value of Financial Planning?

A study undertaken by Vanguard suggests that using a financial adviser can add as much as 3% per annum to your investment returns. This concept is referred to as ‘Adviser Alpha,’ and breaks down some of the ways in which advice can offer real...

COVID-19 - BUSINESS AS USUAL (WELL ALMOST!)The need for good financial advice has not gone away and we have worked hard to ensure that we can continue to provide advice during this period. Our team are now working safely from home but with video, email and telephone communication, we will continue to provide the usual high standards of service to our existing clients – as well as welcoming new enquiries. Clients may contact us through reception, email or mobile phones. If you are looking for financial advice please use the “contact” link on our website or telephone 01246 559955 or email simon@shorts.uk.com