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Independent Financial Advice

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Helping you to navigate the world of finance with easy to digest resources…

MASTER YOUR LIFE'S FINANCIAL PUZZLE...

This quick quiz can help you to consider the elements of your finances to identify the areas you need to focus on...

ETHICAL INVESTMENT
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Interested in understanding the world of Ethical Investment? This free guide will help you to explore the ethical choices available...

DISCOVER YOUR FINANCIAL LANDSCAPE

The world of finance can be daunting. Take this quick quiz to find out what your financial landscape looks like...

FINANCIAL WELLBEING ASSESSMENT

Get clear on the health of your finances and financial planning with this assessment tool that will give you thorough insight.

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Lesley Leggett, St Albans, Dacorum, April 2022

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“I approached Rebecca for advice about my ISAs. I was keen to make sure they were working well for me, and that they were also invested into funds that aligned more closely with my values. Rebecca took time to understand my requirements, and researched suitable options for me, explaining her suggestions clearly and without jargon. Throughout the process I was impressed by her knowledge and experience. I found her easy to talk to and felt that she understood my requirements well. I am very happy with the service she provided and would recommend her to others.” Patricia Exley, Hampshire 2019