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Author: Martin Patrick

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Posts by Martin Patrick

Falling affordability means first-time buyers are increasingly relying on family support

Posted on 24.11.23

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How to help your family manage your affairs when you pass away

Posted on 24.11.23

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Read More… from How to help your family manage your affairs when you pass away

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Social impact investment market grew to a record £9.4 billion in 2022

Posted on 24.11.23

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4 annuity myths that could mean you’re missing out on security in retirement

Posted on 24.11.23

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May 2022 Newsletter

Posted on 24.05.22 (25.05.22)

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February 2022 Newsletter

Posted on 15.02.22 (15.03.22)

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Cashflow Modelling Animation

Posted on 15.11.21 (15.03.22)

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Estate and Inheritance Tax Planning Animation

Posted on 02.11.21 (15.03.22)

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Posted in Tax

Pension Consolidation Animation

Posted on 02.11.21 (15.03.22)

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Posted in Pensions

Investing for income animation

Posted on 02.11.21 (15.03.22)

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Posted in Investment

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Recent Posts

  • Planning for care: Making later-life support part of your financial plan
  • Think cash is king? It might be time to review your mantra
  • The decumulation dilemmas you might need to overcome when you retire
  • Unsure how to access your pension at retirement? Here’s what you need to know
  • 4 times you might want to review your financial plan

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