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Expert Wealth Management, West Wing, The Old Dairy, High Cogges Farm, Witney, Oxfordshire, OX29 6UN
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Let me say that we are really pleased with your approach and advice. We particularly enjoy your "finance is just part of your life" philosophy, as I know that what you offer and what we buy are different.
We are buying reassurance, big time (because finance is part of our lives and we only have one life).
You offer your expertise, organisation, attention to detail, interpersonal skills and methodology. You are giving us reassurance, so thank you!
C.L. (Oxford)
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Expert Opinion…
Jonathan
Your Retirement Fund: What Are Alternatives to Annuities?
What are the alternatives to annuities? Find out the best ways to plan for your retirement fund. The pension funds that an individual accumulates can be used to purchase an annuity from the pension plan provider or similar company. This typically happens during the early stages of retirement. For many people, this […]
Read MoreDominic
All that glistens…
Despite its lustre, gold sits uncomfortably in investment portfolios. If you think hard about why you might own it, it becomes harder to make a case for its inclusion.
Read MoreJonathan
Long-Term Investments: The 4 Smartest Ways to Increase Your Return
So how do you invest to maximise your wealth in the long run? Here’s our advice for getting the most from your long-term investments. See also: How Deep Is Your Risk? Why Does Diversification of Investments Reduce Risk? What Are the Best Ways to Invest Sensibly? There are many reasons to invest for the […]
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