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The World In A Week – All By Myself

We have seen an uptick in volatility. Hostilities between the US and China show no signs of abating. The US Federal Reserve minutes indicate that it is unlikely there will be rate moves of any kind for some time and, the UK have no leader, following the tearful resignation of Prime Minister, Theresa May, on…

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The challenges of balancing different goal time frames

When you think about financial and lifestyle goals, there are probably several, each with a different timeframe. Juggling them and weighing up your priorities can be challenging. Should you focus on paying off your mortgage quickly now, or saving into a pension for retirement that’s still many years away? With conflicting goals, it can be…

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Longer lives and retirement plans

Retirement is a huge milestone and one that’s lasting longer for many people. You now have more choice around when you want to retire, how to take an income, and what you want to do after you’ve given up work. Whilst more flexibility has certainly been welcomed, it can present you with some challenging decisions…

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Why it’s important to revisit your financial plan

Once you’ve set out a financial plan, you might think all the hard work has been done. But keeping on top of the progress you’re making and ensuring it’s still suitable is essential for getting the most out of your assets. When was the last time you revisited your financial plan? It’s a task that…

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Weighing up the pros and cons of different Pension Freedom options

Retirees are increasingly concerned about their money running out. With more responsibility placed in the hands of the individual, around how, when and how much income they’ll withdraw from their pension, it’s no surprise. Pension Freedoms were introduced in 2015 with the aim of giving retirees more flexibility in how they used their retirement savings….

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The World In A Week – Making your mind up

Trump has asked the US trade department to begin the process of raising tariffs on essentially all remaining imports from China, which have an estimated value of $300 billion. This final myriad of goods will place pressure firmly on the US consumer, a timely reminder that the importer pays the tariff in the shape of…

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The World In A Week – Round 3: Trump thumps China

On Sunday May 5th President Trump tweeted the following: ‘For 10 months, China has been paying Tariffs to the USA of 25% on 50 Billion Dollars of High Tech, and 10% on 200 Billion Dollars of other goods‚Ķ The 10% will go up to 25% on Friday. 325 Billion Dollars of additional goods sent to…

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The World In A Week – A tantrum fit for a princeling

Having advanced strongly for the year to date, with Global Equities returning +12.6%, markets took a breather last week and retreated by -1.1% in GBP terms. This was led by Europe Ex-UK and US Equities, while UK Equities and Emerging Market Equities fared better. Global Fixed Income indices were broadly flat, while the Pound Sterling…

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What do our clients say?

  • We have been clients' for many years and find them very pleasant, professional and efficient to deal with and very helpful when advice is needed. Without reservation I have recommended other people to talk [to them] about their financial planning requirements.

    David Knights - Flintshire

  • We have been clients for many years and have always had professional and helpful advice from them. Stephen, Gaynor and the staff are friends as well as advisers and we would not hesitate to recommend them to others wanting financial advice.

    Raymond King - Deeside

  • As new clients they quickly understood our circumstances and gave us several easy to understand options to consider. Great to work with, both friendly & professional.

    Mike Day - Wirral

  • I have been a client for many years and regard Stephen Lyth as a friend. My wife and I have always been treated with the greatest respect with honest and reliable advice and know that our financial and legal affairs are in good hands and have no hesitation in making our recommendations.

    Thomas Chesterson - Cheshire

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