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Join date: Jul 8, 2025
Posts (10)
Dec 5, 2025 ∙ 1 min
Budget Insights with Rebecca Bonner
Rebecca Bonner of Trigpoint Financial Planning speaks to Eleanor Williams about the recent UK budget’s practical impact on advisers and their clients.
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Jun 12, 2025 ∙ 1 min
Webinar recording: Supporting clients through uncertainty
Over recent months, we've seen how politics can destabilise markets. Using new illustrations in our Investors' Guide to Markets, we examine how advisers can support clients through uncertain times and what we can learn from previous periods of market volatility.
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May 30, 2025 ∙ 1 min
How the noise of social media and FOMO continues to influence investors
Live from Money Marketing Interactive Leeds! Sarah Kennedy and Charlie Parker host industry experts to talk FOMO, social media and AI.
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