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A Guide to Workplace Pensions

How to Invest in a Drawdown Pension

Guide – What Should You Do When Asset Values Are Falling?

A Guide to Behavioral Finance

Guide – Legacy Planning, Gifting, and Charitable Giving

A Guide to Shareholder Protection

Sole Trader, Limited Company, or Partnership? How to Determine your best business structure

The 5 Minute Money Guide: The Pension Prize

Guide – Sustaining Retirement Income: Will I Run Out of Money?

A Guide to Pension Freedom

Equity Release

Guide – Asset Allocation

Blended Retirement Solutions Guide

5 Minute Guide to SIPPs

A Guide to Defined Benefit Schemes

A Guide to Retirement Income

Guide – Tax & Trust Planning

Investment Performance

Ethical Investment

5 Minute Retirement Guide: Planning your Retirement Income

A Guide to Benefits of Using an Independent Financial Adviser

Asset Allocation and Diversification in Everyday Investing

Factors to Pensions and Divorce

Pensions and Divorce

Long Term Care Research Report

5 Minute Money Guide: Investing for Income

A Guide to Wealth Protection: Trusts

A Guide to Wealth Protection: Care & Care Fees

A Guide to Wealth Protection: Retirement & Pensions

A Guide to Wealth Protection: Investments

Guide to Wealth Protection: Protecting Your Family

Financial Planning and Life Expectancy

Risks of Income Drawdown

Income Drawdown

Guide – Cash Flow Planning

Apology to potential new clients: Alan Moran is full to capacity and all of his time is spent looking after his existing clients. While he always loves helping people when they ask, he is unlikely to be able to take on any new clients for the rest of 2022.
Why not subscribe and learn from Alan’s regular new financial planning guides, his monthly blogs which provide financial guidance, his YouTube Channel which has almost 2000 subscribers, or join his active podcast following on Spotify, iTunes, Google and elsewhere.
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  • Our Ethos
    • The Heart of What we are about
    • Who we are
    • Putting relationships at the heart of financial planning
  • Our Company
    • Our Company Structure
    • Qualifications and Memberships
    • Professional Certificates
    • Operational Documents
    • Library & Resources
    • In the News and on the Web
    • Financial Advisor Articles
  • Our Process
    • We Start with You
    • What makes us different
    • Our 3 stage Planning process
    • Our Life Planning Process
    • Your Family Tree and Your Estate Planning
  • Our Specialisms
    • Areas of Specialisation
    • Life Planning
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    • Defined Benefit Pension Transfers
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    • General Insurance
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    • Cash Management Solutions
    • National Savings and Investments
    • **Robo Advice – Automated Advice – An additional service for our clients**
  • Our Financial Pages
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    • Your State Pension
    • Platform and Provider Links with thanks to Intuitive Financial Adviser Administrative Support
  • Our Educational Resources
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  • Our Client Stories
    • Hunt Emerson Comic Artist Extraordinaire
    • Paul’s Financial Future
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    • Sylvia, a Small Investor
    • Claudette & Advisor Trust
  • Our Blog
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  • Our Ethos
    • The Heart of What we are about
    • Who we are
    • Putting relationships at the heart of financial planning
  • Our Company
    • Our Company Structure
    • Qualifications and Memberships
    • Professional Certificates
    • Operational Documents
    • Library & Resources
    • In the News and on the Web
    • Financial Advisor Articles
  • Our Process
    • We Start with You
    • What makes us different
    • Our 3 stage Planning process
    • Our Life Planning Process
    • Your Family Tree and Your Estate Planning
  • Our Specialisms
    • Areas of Specialisation
    • Life Planning
    • Guide – Cash Flow Planning
    • Wealth Management
    • Wealth Preservation Planning
    • Ethical Investments
    • Defined Benefit Pension Transfers
    • Long Term Care and Later Life Planning
    • Life Planning and Financial Planning in Later Life
    • Wills, Trusts, Lasting Powers of Attorney, & Other Estate Planning
    • General Insurance
    • Funeral Planning
    • Tax Return Service
    • Cash Management Solutions
    • National Savings and Investments
    • **Robo Advice – Automated Advice – An additional service for our clients**
  • Our Financial Pages
    • Latest News
    • Financial Calculators
    • Tax Tables and Reference
    • Financial Reference Sites
    • Your State Pension
    • Platform and Provider Links with thanks to Intuitive Financial Adviser Administrative Support
  • Our Educational Resources
    • Demonstration of the Value of Advice
    • Guides for Your Information
    • Listen & Learn – Our Podcast
    • Educational Videos
    • A Complete Guide to Your Will
    • Estate Planning Guides
    • Index to Guides & Videos
  • Our Client Stories
    • Hunt Emerson Comic Artist Extraordinaire
    • Paul’s Financial Future
    • Steven’s Pension Plans
    • Sylvia, a Small Investor
    • Claudette & Advisor Trust
  • Our Blog
  • Our Contact Details

Posts Tagged ‘investment portfolio’

The biggest challenge for all of us over the next six months is the dreaded Brexit

By Alan Moran | September 24, 2018
UK and EU flag

We have just passed the Autumn Equinox and the days are now shorter than the nights. The year has been interesting, and sometimes hectic, though immensely satisfying nevertheless. For me being an adviser has never been about the money, it has always been the helping of people that has driven my passion, and my intention…

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