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Rory's Blog
A regularly updated and valuable resource. You can also sign up to Rory's newsletter below.


New podcast episode: Connecting personal and business development with guest Jules White
In the latest episode of our new “Life without Limits” podcast, “Connecting personal and business development”, Rory is joined by Jules...
Oct 19, 20201 min read
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Pensions, Investment, Protection and the role of Financial Planning
Our latest podcast is now live on our media channels. Looking at pensions, investments, protection and the role of financial planning,...
Sep 23, 20201 min read
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From Poet to Life Planner with guest George Kinder
Rory was delighted to be joined on our latest podcast by George Kinder, founder of the Kinder Institute of Life Planning and...
Aug 14, 20201 min read
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Good advice, good product and good investment management: the keys to successful financial planning
Our latest “Life without limits” podcast is now available. In this episode Rory chats to David Walls, Head of Retail Investment Sales,...
Jul 16, 20201 min read
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