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How Wingate model financial shocks (video)

Matthew Bond
Matthew Bond

Matthew Bond explains how we take an overview of an individual’s situation in preparing a robust financial plan.

The value of investments can fall as well as rise. You may not get back what you invest.

Matthew Bond

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Matthew, a Chartered Financial Planner with over 20 years of experience, joined Wingate in 2016. He specialises in later life planning, retirement, and long-term care, holding SOLLA accreditation. Matthew is committed to high standards in financial advice as a member of the Personal Finance Society.

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