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31st July 2017

Summer Summary

Read the summer roundup from our experts and thought leaders here at Proposito.
Read the summer roundup from our experts and thought leaders here at Proposito.

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4th June 2017

Top 5 Retirement Concerns

We explore how the most common retirement concerns can be mitigated with the help of a Financial Planner.
We explore how the most common retirement concerns can be mitigated with the help of a Financial Planner.

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19th May 2017

Top 10 Tips – Financial Planning

We plan at work, we plan our holidays, so why not plan something as important as our finances? Read our top 10 tips for taking control.
We plan at work, we plan our holidays, so why not plan something as important as our finances? Read our top 10 tips for taking control.

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12th May 2017

What is the best benchmark to use when investing?

It's no good investing in a fund if you don’t have something to measure the success or otherwise of that investment against. We explore which benchmark is best.
It's no good investing in a fund if you don’t have something to measure the success or otherwise of that investment against. We explore which benchmark is best.

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7th May 2017

Financial Planning vs Financial Advice vs Robo Advice

Who do you get advice from? There are many places you can go to; we explore which is best for your situation.
Who do you get advice from? There are many places you can go to; we explore which is best for your situation.

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28th April 2017

Top 5 Family Business resource websites

A summary of the best places on the web for families in business and their advisers to head to for inspiration and answers.
A summary of the best places on the web for families in business and their advisers to head to for inspiration and answers.

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23rd April 2017

4 tips for a successful exit strategy

Exiting your business whilst ensuring the success of both your company and personal finances can be tricky. Here are a few things you may wish to consider.
Exiting your business whilst ensuring the success of both your company and personal finances can be tricky. Here are a few things you may wish to consider.

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9th April 2017

Buy to Let vs Pension

How best to invest? We discuss the pros and cons of both Buy to Let and pension investment.
How best to invest? We discuss the pros and cons of both Buy to Let and pension investment.

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5th April 2017

Investment returns – What can I expect?

We don’t make market predictions and would be wary of anyone who does. Read more about our approach to investment returns here.
We don’t make market predictions and would be wary of anyone who does. Read more about our approach to investment returns here.

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30th March 2017

How we choose Investment Funds – part 3

Read more about the third stage of our approach to evidence-based investing.
Read more about the third stage of our approach to evidence-based investing.

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26th March 2017

5 reasons you might not want to work with us

Some people are apprehensive about employing a Financial Planner such as ourselves. In this blog we address common challenges and debunk the myths.
Some people are apprehensive about employing a Financial Planner such as ourselves. In this blog we address common challenges and debunk the myths.

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9th March 2017

Budget Summary

Spring Budget Summary 2017 This time last year Philip Hammond was the Foreign Secretary: then came Brexit, Theresa May as Prime Minister, George Osborne’s opportunity to spend more time with his family – or on the after-dinner speaking circuit – and Mr Hammond’s move into 11 Downing Street. He
Spring Budget Summary 2017 This time last year Philip Hammond was the Foreign Secretary: then came Brexit, Theresa May as Prime Minister, George Osborne’s opportunity to spend more time with his family – or on the after-dinner speaking circuit – and Mr Hammond’s move into 11 Downing Street. He

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28th February 2017

How we Choose Investment Funds – part 2

When introducing evidence-based investing, we like to begin by explaining why we feel it’s the right investment strategy for those who are seeking to build or preserve their wealth in wild and woolly markets. Of course sensible strategy is best followed by practical implementation, so it’s also worth describing
When introducing evidence-based investing, we like to begin by explaining why we feel it’s the right investment strategy for those who are seeking to build or preserve their wealth in wild and woolly markets. Of course sensible strategy is best followed by practical implementation, so it’s also worth describing

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28th February 2017

Financial Independence

What is Financial Independence? If we had a pound for every time we heard the phrase, ‘My business is my pension’, we would be happily retired ourselves by now. It is still a commonly held belief that a business will provide a full-proof retirement plan, allowing you to
What is Financial Independence? If we had a pound for every time we heard the phrase, ‘My business is my pension’, we would be happily retired ourselves by now. It is still a commonly held belief that a business will provide a full-proof retirement plan, allowing you to

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28th February 2017

Top 5 Regrets of the Dying

We are firm believers that people should die with memories rather than regrets, but all too often we speak to people who have regrets about the length of time it took to realise that life is short, that their health is precious and that time is their most valuable
We are firm believers that people should die with memories rather than regrets, but all too often we speak to people who have regrets about the length of time it took to realise that life is short, that their health is precious and that time is their most valuable

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We’ll pop the kettle on

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We start with the most important questions. To arrange a free, informal conversation about how we can help you plan for the lifestyle you want, get in contact with our team.

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