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1. Blog11th Mar 2026

   

   Worried about investment bubbles? Try following these Dos and Don’ts

   From the Bank of England to the ‘armchair experts,’ everyone has a take on AI. The more share prices surge, the more wary investors ask, “How long will this last?” Here’s some guidance on how you can keep your finances... Read more

   By Tom La Dell

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2. News9th Feb 2026

   

   AAB announce deal with Kreston Reeves creating a £200m+ group

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3. Blog20th Jan 2026

   

   How a financial planner can support you through divorce

   Divorce means unravelling years of shared finances while you’re processing profound emotional loss – and making sound decisions during this time can feel overwhelming. A financial planner offers calm, impartial support through this transition, helping you protect your long-term security... Read more

   By Claire Marston

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4. Blog8th Jan 2026

   

   Your vision for 2026: how to make this a really good year for your finances

   January is the perfect time to talk about setting new goals. In a perfect world, what would you like your finances to look like this time next year? And is anything standing in the way? What would make 2026 a... Read more

   By Michael Aitken

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5. Blog11th Dec 2025

   

   12 days of… sudden wealth

   A windfall can be life-changing, and financial advice is as much about providing emotional support as managing the numbers. If you’re coming into some money this Christmas – or any other time of year – here’s where advice makes a... Read more

   By Kelly Shek

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6. Blog28th Nov 2025

   

   Here’s what the Autumn Budget will mean for your wealth plans

   Rachel Reeves’ second budget as Chancellor provided something many have been craving: clarity. And despite the gloomy headlines, there’s much to celebrate about what didn’t change – from a financial planning perspective that is. There were no changes to tax-free... Read more

   By Duncan Glassey

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7. Blog20th Nov 2025

   

   Taking the plunge into early retirement doesn’t have to be stressful

   That moment before you retire (especially if you’re doing it early) can feel like you’re standing at the top of a high diving board – full of fear and trepidation before leaping off. But it doesn’t need to be this... Read more

   By Kelly Shek

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8. Blog10th Oct 2025

   How financial planning can help through big life events

   Financial planning isn’t just about choosing investments or pension products. It’s about having someone in your corner when life gets complex – helping you navigate major decisions with confidence and clarity. Most people think financial planning is about picking stocks... Read more

   By Ian Campbell

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9. News8th Sep 2025

   

   Strategic growth journey continues for AAB

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10. Blog4th Sep 2025

    

    How drawing down your pension could save your family thousands

    A large unspent pension could soon become an unwanted legacy. Drawing down income from your pension and distributing it in your lifetime could help reduce inheritance tax liabilities for your beneficiaries. Let’s take a closer look. Inheritance tax (IHT) is... Read more

    By Lisa Tait

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11. Blog14th Aug 2025

    

    The hidden cost of DIY investing

    Whatever your investment experience, deciding to go it alone with no external support can be a risky move. One investor’s decision to “wait and see” during market turbulence earlier this year actually cost them £51,000 in missed gains. Beware the... Read more

    By Tom La Dell

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12. Blog24th Jul 2025

    

    Enjoy now or plan for later? How to do both

    It’s summer! A chance to let your hair down and savour the moment. But is your financial plan flexible enough to do this? Can you enjoy ‘now’ or are you holding too much back for the future? What event would... Read more

    By Alan Turner

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