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Getting on top of your finances – a 5 step plan

31st December is the second most popular year end date for accounting purposes (after the 5th April) and even if you don’t run your own business, it can be a logical time to take a look at your finances over the previous year.


Bringing the pieces of the jigsaw together

Over the last 9 years since I joined the Financial Services industry, the thing I’ve really loved is being able to help people take charge of their finances – whether that means helping them get a mortgage to buy their first home, to fund home improvements or wipe the slate clean by consolidating their debts …

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