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Financial Viewpoint

27th May 2022

The quarterly newsletter from Carl Summers Financial Services

Please enjoy reading our newsletter. If you would like to discuss any of the articles further, please do not hesitate to contact us. In this edition we look at:

What does a financial adviser do?

Start of tax year checklist

Myths about retirement

Seeking investment talent

How might rising interest rates affect your mortgage?

What is capital gains tax?

Feel more secure with income protection

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