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Planning Your Future Finances

22nd March 2021

The start of the new tax year is just around the corner. We know from experience that for some, this acts as a prompt to review their personal financial planning, especially with regards to savings and investments. 

With this in mind, here are some tips from Richard Libberton, an experienced Chartered Financial Planner with Thomson Cooper.   

In the first part Richard outlines some simple steps to help plan your future finances, from revising your goals to spring cleaning your paperwork. In part 2 he moves on to reviewing investments and pensions, and ensuring measures are in place to provide protection and peace of mind.    

Both articles can be found on the Wealth Management Information Hub at    https://www.thomsoncooper.com/services/wealth-management/wealth-management-information-hub

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