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Richard is among the UK’s Top Rated thanks to your reviews
We’d like to say a huge thank you to all our clients for your ongoing support and the reviews you’ve left us on VouchedFor. Your reviews mean Richard is VouchedFor Top Rated. It’s a privilege to be included in VouchedFor’s Top Rated guide, which is published in the Times this…
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Guide – SMART goals: 5 steps to effective financial planning
Planning your finances without clear goals is like setting off in your car without a destination – you might be able to keep moving, but you can’t be sure you’re heading in the right direction. That’s why goal-setting is at the heart of effective financial planning. However, not all goals…
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Why overlooking financial protection could put homeowners at risk
Despite new homeowners worrying about losing their home if their income were to stop, only 15% prioritise taking out financial protection, according to a survey carried out by Vitality (22 January 2026). In fact, homeowners are far more likely to invest in making their new property feel like a home.
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4 practical factors to consider before saving for retirement outside of a pension
More than half of UK pension savers are also building up retirement savings outside their pension, according to a MoneyAge article (22 December 2025). As pensions provide some useful benefits when saving for retirement, these savers could be missing out. The survey found that people saving for…
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Turning wealth into happiness: Why a plan makes a difference
The saying “money can’t buy happiness” is true. Wealth doesn’t automatically mean you’ll be happier, but it could give you the freedom to focus on the things you enjoy and boost your wellbeing as a result. How you use money is just as important as having it when assessing whether…
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How to be a successful investor: The importance of patience
Once you’ve set out your investment goal and strategy, what comes next? Often, it’s time to test an important investment skill – your patience. The average investor might benefit from a long-term approach When you think about the most important skills in investing, you might consider the ability to choose…
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5 tips for overcoming the fear of investment uncertainty
Investing money can feel daunting because you can’t be sure what your returns will be or whether you’ll suffer a loss. While you can’t eliminate uncertainty from investing, there may be things you can do to overcome the fear of the unknown if it’s affecting your financial decisions. According to…
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Explained: Why your pension could become liable for Inheritance Tax
Next year, a significant change to how pensions are treated when calculating Inheritance Tax (IHT) could mean more families become liable for the tax. Here’s what you need to know to understand if your estate could be affected and how you might mitigate a potential bill. Currently, pensions are usually…
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Guide: 7 key allowances you might want to use before the end of the 2025/26 tax year
The new tax year will start on 6 April 2026, and many of your important allowances and exemptions will reset. Checking whether you could use these valuable allowances before the end of the 2025/26 tax year on 5 April 2026 might help your money go further. Before you make any…
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3 insights from the FTSE 100’s performance that could help you curb impulsive decisions
Despite ups and downs throughout the year, 2025 proved to be a great year for the FTSE 100 – an index of the 100 largest companies listed on the London Stock Exchange. According to the Guardian (31 December 2025), the FTSE 100 increased in value by a…
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How to be a successful investor: Following a strategy that’s right for you
There’s more to being a successful investor than following the latest market trends and tips. Setting out a strategy that’s right for you could allow you to balance risk against your goals. Last month, you read about the importance of defining what success means for you. With your goals outlined,…
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6 life insurance myths homeowners should know
Compared to other countries in Europe and the US, Brits are among the least likely to take out life insurance, and it could leave their families in a vulnerable position if the worst happened. Life insurance would pay out a lump sum to your beneficiaries if you passed away during…