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October 19, 2021
How to Triumph Over the CII’s Multi-Response Question
If you are studying toward the CII’s diploma in regulated financial planning you will need to get to grips...
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October 12, 2021
Getting Back to Basics on Property Ownership
In a recent CII written exam, the property owned by a husband and wife was held as tenants in...
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May 11, 2021
Quantitative Easing – The Facts
In his recent budget speech, Rishi Sunak stated that estimates on borrowing are the highest figures seen outside of...
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March 2, 2021
Assessing Financial Strength with the Free Asset Ratio
In this blog post, we take a look at a key financial measure – the free asset ratio. This...
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February 23, 2021
Getting to Know the Hierarchy of Financial Needs
Most clients will have more financial planning needs than they have the financial means to resolve. Prioritising is therefore...