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    We all have goals, dreams and ambitions for the future, for ourselves and our families, but how do we achieve them?

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    Often, people save for a specific reason and it's usually the safest way to build up a pot of money. It’s less risky than investing, but it offers limited growth.

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    A well prepared pension plan which is regularly reviewed should go some way to providing you with a reasonable level of income in your retirement.

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    Wealth, just like your health, must be carefully preserved. Your assets need to be protected against the potential threats of erosion by taxation, the effects of inflation and investment risks.

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    Most of us face being taxed on our income, our capital gains, and in some circumstances the value of our estate when we die.

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    While there is no insurance that can prevent some things from happening, you can protect yourself and your family financially by making money available, should something unexpected happen.

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    Every business needs to protect itself. For most businesses the most valuable asset it has is its people. Without them, a company’s survival could be at serious risk.

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    Mortgages are loans which are intended to help buyers purchase residential property. When you take out a loan, the lender charges interest: the same is true of a mortgage.

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      • Occupational Pensions / Auto Enrolment
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      • Introduction to Taxation
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Property Market Review - November 2023

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Economic Review of October 2023

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Essentially Wealth Q4 Autumn 2023

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Essentially Mortgages Q4 Autumn 2023

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Residential Market Review - October 2023

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  • 1st Financial Ltd. Registered in England and Wales, under No. 03914025. Registered office address - Boundary House Business Centre, Boston Road, London, W7 2QE

    The guidance and/or information contained within the website is subject to the UK regulatory regime and is therefore targeted at consumers based in the UK.

     

     

     

  • 1st Financial Ltd is an appointed representative of Quilter Financial Services Limited and Quilter Mortgage Planning Limited, which are authorised and regulated by the Financial Conduct Authority. Quilter Financial Services Limited and Quilter Mortgage Planning Limited are entered on the FCA register (https://register.fca.org.uk/s/) under references 440703 and 440718.

  • Approver Quilter Financial Services Limited and Quilter Mortgage Planning Limited 17/09/2024.

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