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  • CORONAVIRUS IMPACT ON THE GLOBAL ECONOMY | MAY 2020

    IT’S MORE IMPORTANT THAN EVER TO STAY THE COURSE Welcome to our latest issue. It has been a very challenging…

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  • INVESTING FOR YOUR FUTURE | MARCH 2020

    YOUR OPPORTUNITIES | YOUR WEALTH | YOUR LEGACY. We’ll help you select the right solution to save and invest for…

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  • PENSION FREEDOMS HOW WILL YOU TURN YOUR PENSION INTO MONEY YOU CAN USE? FEB 2020

    You’ve worked hard for your retirement, but before you can start enjoying it, you’ll need to decide how your pension…

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  • SCOTT CRAKER PROMOTED TO PRACTICE MANAGER ROLE

    Somerville Financial Services are pleased to announce that Scott Craker has been promoted to the role of Practice Manager.   Scott…

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  • INHERITANCE TAX – LIMITING THE AMOUNT YOU HAVE TO PAY

    Inheritance Tax is no longer something that only affects the very wealthy, but the good news is that there are…

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  • GAVIN RIDGEON PROMOTED TO OPERATIONS DIRECTOR ROLE

    Somerville Financial Services are delighted to announce that, as of 1st April, Gavin Ridgeon has been appointed Operations Director.   As…

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  • LIFE AFTER WORK – PLANNING FOR THE RETIREMENT YOU DESERVE

    To download our latest newsletter click:  LIFE AFTER WORK Robert Kiyosaki, the American businessman and author of the best-selling book Rich…

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  • YOU HAVE ONE LIFE SO INVEST WISELY – NOV 2018

    Welcome to the latest edition of our newsletter.  CLICK TO READ As a parent, guardian or grandparent, you’ll want to provide…

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  • MAKE IT A DATE

    Keeping your target retirement plans on track Most over-45s are not making plans to match their hopes for the future,…

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  • PROTECTING YOUR ESTATE FOR FUTURE GENERATIONS

    Many individuals find the Inheritance Tax rules too complicated If you struggle to navigate the UK’s Inheritance Tax regime, you…

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