Roberts Financial

OMPS: Rolling 12 month Activity

Posted by siteadmin on Thursday 23rd of January 2025

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Deadline checklist for end of tax year 24/25

Posted by siteadmin on Tuesday 21st of January 2025

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Five essential tips to protect yourself from financial scams

Posted by siteadmin on Tuesday 21st of January 2025

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Five essential tips to protect yourself from financial scams

Cybercriminals use a wide range of tactics to con people out of their money. Stay one step ahead with these five crucial tips to avoid financial scams.

1. Stay informed

Knowing how to spot a financial scam is your first line of defence. Fraudsters are constantly changing their tactics so regularly educating yourself about common approaches like phishing, identity fraud and romance scams are crucial to staying one step ahead.

Action Fraud and other consumer protection orga...

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The Omnis Investment Club Podcast 20th January

Posted by siteadmin on Monday 20th of January 2025

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Our 2025 Investment Outlook

Posted by siteadmin on Friday 17th of January 2025

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Watch our monthly slot on S4C's afternoon talk show Prynhawn Da

Posted by siteadmin on Wednesday 15th of January 2025

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Use the following link to watch this episode (available for 1 month)

Prynhawn Da - Tue, 14 Jan 2025 - BBC iPlayer

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It’s time for a fresh look at your finances – where should you start in 2025?

Posted by siteadmin on Tuesday 14th of January 2025

It’s time for a fresh look at your finances – where should you start in 2025?

The start of a new year presents a great opportunity to set out your goals and aspirations for the coming 12 months. For others, it can also mean new beginnings, new challenges or simply a fresh start.

No matter your mindset for 2025, now is a great time to review your financial goals and plans for the year ahead. Whether it’s finally getting onto the property ladder, safeguarding your family’s health and financial wellbeing, or thinking about plans for retireme...

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