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Financial Viewpoint

Financial Viewpoint

3rd January 2023

Our quarterly newsletter covers insurance, mortgages, pensions, investments and more.

Five practical reasons you should create a financial plan with your partner

Five practical reasons you should create a financial plan with your partner

24th November 2022

Money and financial goals are still sometimes viewed as taboo subjects, even within relationships. If you’ve been putting off conversations about finances, creating a plan together could have many benefits.

Financial Viewpoint

Financial Viewpoint

16th September 2022

Financial Viewpoint is the quarterly newsletter of Carl Summers Financial Services, where we talk about mortgages, insurance, pensions, investments and other aspects of personal financial planning.

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