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Laura

The first quarterly investment report of 2025 highlights a successful year for our core portfolios, showcasing strong risk-adjusted performance.

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The first video covers recent economic trends, focusing on inflation, interest rates and socio-economic change

In the second video, we look at the impact of inflation and interest rates on the various asset classes that we may invest in.

The final video concentrates on portfolio returns in light of the above economic factors and how we have adapted our portfolios to the changing market conditions.


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event masterclass the care conundrum
  • Masterclass

The Care Conundrum

Here, we will take you through the different stages of care and share real-life client stories so you can see how this works in practice.

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10:00 – 12:00
Wilmslow
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event masterclass law in order lasting power of attorney
  • Masterclass

Lasting Power of Attorney

Part of our Law in Order series, this masterclass will provide you with step-by-step guidance on how to create a power of attorney document yourself.

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10:00 – 12:00
Wilmslow
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  • Social

Padel

A relaxed padel event bringing clients together for friendly competition in a sociable informal setting.

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11:30 – 16:00
Pure Padel, Stockport, SK10 4NL
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event masterclass cyber security
  • Masterclass

Cyber Security

In this digital age, we’re all connected more than ever, making it even more crucial to ensure our online experiences are safe and secure. Join us for a masterclass and discover the most effective ways to protect yourself online.

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10:00 – 12:00
Wilmslow
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event masterclass law in order lasting power of attorney
  • Masterclass

Right People, Right Money, Right Time

How can your money benefit your loved ones when they need it most? In this compelling masterclass, Financial Planner Ben Rogers will share transformative strategies to create life-changing outcomes for your loved ones, while potentially saving significant amounts of tax in the process.

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event masterclass rapid responsibility
  • Masterclass

Rapid Responsibility

Financial expert, Ben Harrison, will provide a gentle introduction to the world of financial planning and investment by sharing his expertise and insights.

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