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1. Blog10th Jul 2026

   

   Long-Term Investing: Why Patience Matters More Than Luck

   If you’re crossing your fingers and hoping stock prices will soar, or cursing that the market fell, remember, investing isn’t about being ‘lucky’. Instead, successfully growing your wealth over time is about something more structured and disciplined. This requires patience.  Calamity James is “the world’s unluckiest boy”. He’s been suffering comical mishaps in the pages of The Beano for the last 40 years. If he didn’t have... Read more

   By Tom La Dell

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2. Blog9th Jul 2026

   

   Inheritance Tax on pensions – 5 ways you can prepare

   The 2024 Autumn Budget introduced a fundamental shift to Inheritance Tax on pensions. From 6 April 2027, most unused pension funds and pension death benefits will be included in the value of an individual’s estate for IHT purposes.   This marks a significant departure from the current position where pensions have typically... Read more

   By Kelly Shek

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3. Blog26th Jun 2026

   

   Investing: a cool head in a crisis is more than just ‘positive thinking’

   As financial planners, we often remind clients that staying calm helps avoid making rash investing decisions. In the current climate, this can feel especially challenging. Here’s how you can stay focused and make well-informed decisions about your long-term financial goals.   “It’ll all be ok in the end, if it’s not ok, then it’s not the end.”  This much-quoted example of positive... Read more

   By Kelly Shek

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4. News21st May 2026

   

   AAB Welcomes Two Firms in Latest Strategic Growth Deal

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5. 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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6. News9th Feb 2026

   

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

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7. 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 McMahon

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8. 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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9. 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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10. 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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11. 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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12. 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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