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July Investment Strategy 2019

Here is the output from our July Investment Strategy Committee meeting where we set out ...

12
Aug
Signing documents
The importance of appointing a Power of Attorney

Many advisers will discuss with clients the importance of having an up to date will ...

24
Jun
Outside Julias House Shop in Boscombe
FPWM fundraises for Naomi House & Jacksplace

On the 22nd May, FPWM embarked on a fundraising adventure in Boscombe with Bizpedia to ...

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24
Jun
Stock Markets
Q2 2019 Investment Strategy Committee Tactical Views & Commentary

LOOKING BACK… The new year has brought with it a new wave of optimism, with ...

21
May
Image of a piggy bank savings
The importance of saving early

“Compound Interest is the greatest mathematical discovery of all time.” – Albert Einstein Like normal ...

21
May
Image of Canary Wharf in London at night
Q1 2019 Investment Strategy Committee Tactical Views & Commentary

Welcome to our first 2019 Tactical Views & Commentary from our October 2018 Investment Strategy ...

22
Jan
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After the US Mid Terms – What now?

The result of the US mid-term elections is that as expected, the Democrats have gained ...

29
Nov
Autumn Budget Summary for 2018

Now the dust has settled here is our Autumn Budget Summary for 2018 and what it ...

27
Nov
FPWM Team Image
Seeking to change the future of the financial services

Bournemouth University (BU), The Personal Finance Society (PFS), Simplify Consulting and FP Wealth Management (FPWM), ...

27
Nov
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Achieving the Diploma in Regulated Financial Planning

In November 2017, I was delighted to receive my Diploma in Regulated Financial Planning (and ...

08
Nov