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    Investment Outlook 2021 – Event video

    This year, our annual Investment Outlook event was held online on Wednesday 24 February – the full recording of the event is now available to watch above. You can also download a copy of our Strategic Asset Allocation document for 2021 using the button below.   Strategic Asset Allocation is a valuable opportunity for us […]

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    Multiple ISA portfolios explained

    There is a common misconception that you can only invest in one ISA portfolio in a single tax year. While it’s true that you can only invest in a single ISA of each type in a given tax year, there is no limit to the number of portfolios that can exist within it.  So, to […]

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    Moneyfarm tops Boring Money performance study

    When choosing where to invest their money, people look for a few key features from any given provider. Increasingly, investors want ease of access, control, quality advice and a portfolio that fits their goals. As both technology and understanding develop, these priorities are shifting and rebalancing to reflect that.  There is, however, one all-important feature […]

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    How to make the most of your £20,000 ISA allowance

    If there is ever a time to get your investments in order, it is the months in the run-up to the end of the tax year. Before allowances reset, now is the opportunity for investors to evaluate how much they have invested, where that money sits, and how much more they should contribute in order […]

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    How to enable two-factor authentication

    As a wealth manager, the security of our customers’ accounts is top of our list of priorities. So, to add an additional layer of security to our desktop service, we recently introduced two-factor authentication.  What is two-factor authentication? Two-factor authentication, put simply, adds an extra step in the act of logging into your account. For […]

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    Everything you need to know about ISA transfers

    As the end of the tax year approaches, a lot of people use this time to sit down and assess their financial situation. This could be everything from paying outstanding taxes to evaluating their existing ISAs. The latter leads many people to consider switching their ISA provider.  Whether it’s down to poor performance or a […]

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