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Being a new year, you may have made some resolutions (which may already have slipped somewhat). The resolutions we tend to discuss are normally Financial Planning focused, reminding you about some financial matters such as getting your tax return completed by the end of January and ensuring you are using your ISA and pension allowances.


They are all very important, but after the year we have just had in 2020, we would like to encourage you to think a little more broadly about what you are trying to achieve with your money. So, rather than simply just adding to your investment portfolio or managing your tax affairs, why not take a moment to consider the five points in the below article.

Read the full article here

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Registered in England and Wales No 04163906. Registered Office: Lancaster House, Ackhurst Business Park, Foxhole Road, Chorley Lancashire PR7 1NY.
Perspective (North East) Ltd is authorised and regulated by the Financial Conduct Authority.
Perspective (North East) Ltd is a subsidiary of Perspective Financial Group Ltd.

Should you have cause to complain, and you are not satisfied with our response to your complaint, you may be able to refer it to the Financial Ombudsman Service, which can be contacted as follows:
The Financial Ombudsman Service Exchange Tower,
London, E14 9SR
Tel: 0800 023 4567 or 0300 123 9 123

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