Truly Independent announce four finalists and a winner at the 2021 Professional Adviser’s Women in Financial Advice Awards. Mary Hemingway picked up the award for Financial Adviser of the year in Scotland and Northern Ireland. Winning awards is nothing new to Mary who also won the award for Unbiased’s Financial Adviser of the year at…
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The coronavirus (COVID-19) pandemic has impacted on every aspect of our lives, affecting individuals’ financial situation and, for many, their plans for retirement. If you are approaching retirement in the next 12 months, your plans should be under continuous review. In This article I will be discussing how COVID-19 has affected peoples retirement plans. …
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How to invest your money and avoid costly mistakes 1.Have a plan and stick to it It is one thing to have a target, but a sound financial plan can be the difference between simply hoping for the best and actually achieving your goals. You can review your plan regularly with your professional financial adviser…
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Improving your chances of achieving your investment goals. If you want to plan for your financial future, it helps to understand risk. If you understand the risks associated with investing and you know how much risk you are comfortable taking, you can make informed decisions and improve your chances of achieving your goals. You might…
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All of our October 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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A strategy that reflects your risk tolerance and time horizon. Trying to second-guess how events will impact on markets – or even attempting to make a bet on them – rarely pays off. Instead, investors who focus on long-term horizons – at least five to ten years – have historically fared much better. Sensible diversification…
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In the past decade or so we have witnessed the use of technology vastly disrupt many industries from healthcare to Automotive. These industries embraced the change and as a result benefited from the many positives technology can bring. Most people are reluctant to change, however those which embrace it tend to thrive, whereas those that…
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Knowing yourself, your needs and goals, and your appetite for risk is essential. A financial review is a great way to take a fresh look at your finances and plan for the journey ahead. More importantly it enables you to talk through your long-term financial objectives and discuss with us a way forward to deliver…
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Investing is a lifelong process and the sooner you start, the better. A lifestyle financial plan has no value unless it is properly implemented through an appropriate goal-based investment strategy. If you’ve got a sufficient amount of money in your cash savings account – enough to cover you for between at least three to six…
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Understanding inflation is an important factor when it comes to investing and your financial success. If you don’t factor inflation in when deciding where to put your money – whether that’s savings accounts or investing – you could find your wealth shrinks over the years. As the post-pandemic recovery takes hold, prices of various goods…
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At Truly Independent we have always believed in nurturing talent. We have recently employed our 4th apprentice within the space of 12 months and continue to seek new ambitious individuals to join our growing company. There are many benefits to hiring an apprentice, including the opportunity to mould that person into the ideal employee from…
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Many families want to give their children or grandchildren a head start for their future finances. As the costs of private education, university, getting on the property ladder and weddings continue their relentless upward march, investing for your children or grandchildren early is crucial. There’s a simple starting point after you’ve worked out what you…
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