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Taunton, Somerset
Joined May 2012
UK housing market remains cautious... investsouthwest.co.uk/conten… Whether you’re moving home or remortgaging, understanding what you can comfortably afford is more important than trying to predict the market. Our mortgage advisers are here to help. Get in touch to discuss options.
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Autumn Budget 2026: Planning Ahead, Not Predicting... investsouthwest.co.uk/conten… With the Autumn Budget just around the corner, speculation is building about what changes could be announced on 28 October and what they might mean for your finances.
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The Changing Mortgage Landscape... investsouthwest.co.uk/conten… Considering your mortgage options? Get in touch to discuss your plans. #Mortgages #MortgageAdvice #LaterLifeLending #EquityRelease
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Why Later Life Financial Planning Matters... investsouthwest.co.uk/conten… Contact us to review your financial plans and estate planning needs. #LaterLifePlanning #FinancialPlanning #EstatePlanning #Wills willmanagementservices.co.uk
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Retirement Planning for the Self-Employed... investsouthwest.co.uk/conten… If you’re self-employed or a freelancer, regularly reviewing your retirement plans can help you stay focused on your longer-term goals. #SelfEmployed #RetirementPlanning #PensionPlanning #FinancialPlanning
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Congratulations Linda on receiving a very special professional honour... Linda Fisher, who manages Will Management Services @wmstaunton, is incredibly proud and honoured to share: "I have been awarded Companion of the The Society of Will Writers @willsociety (Cmpn.SWW).
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I’m extremely grateful to the The Society of Will Writers for this recognition, and to all the clients, colleagues and professional contacts who have been part of my journey over the years.
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I’m very proud to add Cmpn.SWW to my name and to continue doing what I love.❤️ Thank you to everyone who has supported me along the way.” #SocietyOfWillWriters #CmpnSWW #WillWriting #EstatePlanning #ProfessionalRecognition #ProudMoment
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Are your savings working hard enough? investsouthwest.co.uk/conten… Contact us to review how your savings fit with your wider financial plans. #Savings #InterestRates #Inflation #FinancialPlanning
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UK dividends made a strong start to 2026... investsouthwest.co.uk/conten… #UKDividends #Investing #InvestmentPlanning #FinancialPlanning Dividends are not guaranteed and can rise or fall.
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Are You and Your Family Financially Protected? investsouthwest.co.uk/conten… As life changes, it’s worth checking whether your existing cover still meets your needs. If you’re unsure about your protection needs, get in touch to discuss your options. #LifeInsurance #FamilyProtection
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Home Insurance: Are you Properly Covered? investsouthwest.co.uk/conten… It’s a good idea to review your home insurance regularly and check that your cover still meets your needs. #HomeInsurance #PropertyInsurance #Insurance
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Why Starting Your Pension Early Can Make a Difference... investsouthwest.co.uk/conten… If you'd like to review your pension and see whether you're on track for the retirement you want, get in touch. #PensionPlanning #RetirementPlanning #Pensions #PensionContributions
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Could Life Insurance help with Inheritance Tax? investsouthwest.co.uk/conten… If you would like to understand how Inheritance Tax could affect your estate, get in touch to discuss your options. #InheritanceTax #IHTPlanning #LifeInsurance #EstatePlanning
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Pension Salary Sacrifice Changes from 2029... investsouthwest.co.uk/conten… If you’re unsure how these changes could affect you, get in touch with us to discuss your pension and financial plans. #SalarySacrifice #PensionPlanning #RetirementPlanning #WorkplacePensions
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Retirement is more than stepping away from work. It’s an opportunity to enjoy the life you’ve worked hard for. investsouthwest.co.uk/conten… Thinking about your retirement? Get in touch to discuss your plans.
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Why Remortgaging is on the Rise... investsouthwest.co.uk/conten… Our mortgage advisers are here to help you understand your options. Get in touch to have a chat. #Remortgaging #MortgageAdvice #FixedRateMortgages #MortgagePlanning #Homeowners
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