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Insights from the Smart Financial team

W๐—ผ๐—ฟ๐—ธ, ๐˜€๐—ผ๐—ฐ๐—ถ๐—ฎ๐—น ๐—ฎ๐—ป๐—ฑ ๐—ฝ๐—น๐—ฎ๐˜† ๐—ถ๐—ป ๐—ฆ๐—ฝ๐—ฎ๐—ถ๐—ป ๐˜„๐—ถ๐˜๐—ต ๐˜๐—ต๐—ฒ ๐˜„๐—ต๐—ผ๐—น๐—ฒ Smart Financial Team

While the sunshine and scenery of Frigiliana provided spectacular backdrop, our annual team trip to Spain was far from just a holiday. We made sure to carve out time for some genuinely valuable work sessions that gave the whole team plenty to think about.

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5 minute read
What a Week at Club La Santa Taught Me About Financial Planning

Over New Year, I spent a week at Club La Santa in Lanzarote. Even though Club La Santa has all the equipment you could dream of, there isnโ€™t one dramatic moment that will transform you. These same principles directly apply to financial planning.

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2 minute read
The New Year Isnโ€™t About Reinvention - Itโ€™s About Refinement

Every January, the narrative is the same. New year, new you. For many of us that message often feels wrong. The most meaningful growth rarely comes from abandoning what already works. It comes from changing focus rather than identity

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3 minute read
The future of your financial plan

In our many collective years of working with clients we have long held a consistent belief. In simple terms, it is that to best serve the interests of those who choose to work with us we need to understand the context of any ongoing advice we offer.

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2 minute read
To Resolve or Not to Resolve: The New Yearโ€™s Resolution Dilemma

New Yearโ€™s resolutions, a tradition thatโ€™s been around for centuries. But is making resolutions really the best way to kick off your year? And what if youโ€™d rather skip them altogether?

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3 minute read
How do we help you to live your best life?

I've found that helping clients live their best lives goes far beyond simply managing their money. It's about understanding their deepest aspirations and values, then aligning their finances to support those goals.    

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1 minute read
Preparing for Retirement

Retirement might feel like itโ€™s a long way off, or it might be just around the corner. Either way, preparing for retirement is one of the most important financial steps youโ€™ll take. The good news? With a bit of planning and some smart moves, you can set yourself up for a comfortable, stress-free retirement.

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5 minute read
Simplifying Taking Pension Benefits

Pensions can be tricky to navigate, especially when it comes time to start accessing them. In this blog, weโ€™ll simplify the process, breaking it down into manageable steps and offering tips to help you make informed decisions.

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3 minute read
Understanding Economic and Financial Abuse: What You Need to Know

In September, the team are running and walking 60 miles each as part of the โ€œStep Forward Challengeโ€ with Womenโ€™s Aid to try to stop Domestic Abuse, and so this felt a good time to talk about two lesser known facets of Domestic Abuse that you might spot in your friends and family.    

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4 minute read