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Laura 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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Events

event masterclass cyber security
  • Experience

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 – 11:30
Wilmslow
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event masterclass law in order lasting power of attorney
  • Experience

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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12:15 – 14:30
Wilmslow
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event masterclass the care conundrum
  • Experience

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 – 11:30
Wilmslow
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magnifying glass over an upwards arrow
  • Investment

Investment Insights

Markets move fast. The world moves faster. Join Mike Deverell, Nathan Lingham and Harry Topping at our next Investment Insights as they cut through the noise and tell you exactly what it all means for your money.

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09:45 – 11:15
The Elm at Alderley Park, Cheshire
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15:00 – 16:30
The Shard, London
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event masterclass law in order lasting power of attorney
  • Experience

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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10:00 – 11:30
Head office
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