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Cazenove Capital, Expert Opinion, Investments, Law & Accounting, Services, Wealth Management

Combining the strengths
of two venerable institutions

Kate Leppard, Deputy Head of Wealth Management for Cazenove Capital Management tells us the history of her firm’s merger and what they can do for your investments. Can you briefly describe Cazenove Capital Management’s history and how the firm now stands in terms of its UK presence? Cazenove Capital Management is the wealth management business […]

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Corporate Executive, Young Professional

When should a DIY investor
seek financial advice?

DIY investing is set to explode off the back of new pension freedoms, but investors need to be aware of potential pitfalls explains Wendy Spires. DIY investing is widely tipped to explode when the new pension freedoms kick in, allowing retirees to invest (or indeed spend) their savings pots as they wish rather than purchase […]

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ISA, Risk Management, Tips, Wealth Management

Avoid these 5 common ISA mistakes

Know the 5 Common ISA Mistakes in order to get the most from your £15,000 annual allowance before the April 5th cut-off. The findaWEALTHMANAGER.com team has compiled some of the pitfalls that last-minute investors may encounter – all of which can be easily avoided through careful planning and research or doing away with ISA deadline […]

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