Money 101 Rachel Copley Money 101 Rachel Copley

Tax Return 101

We all hate tax at the best of times but I’ve put together a few pointers that will hopefully help you slay those tax demons. 

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First appointment with a financial adviser

Learn about the main benefits of working with an adviser. An initial meeting with a financial adviser might be a little intimidating, so Rachel has prepared a checklist of what should we have ready before seeing an adviser for the 1st time?

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