Running a business is full of challenges. While keeping your current clients happy and planning for business growth, you are probably also thinking about how to attract new clients and deal with any future issues. Arranging Key Person Insurance may not be on your list of things to do this year. You may have plans … Continued
Welcome to our quarterly newsletter Your Window on Wealth. If you would like to discuss any of the items in this edition, please call us for an appointment on 01332 913006. If you would prefer to download this, you can do so here The growing need for intergenerational planning With the next 30 years set … Continued
You can read a pdf version of this update here A day after Bank Rate rose from 1.75% to 2.25%, Chancellor Kwasi Kwarteng delivered his first statement on 23 September, outlining a series of tax cuts and measures aimed at boosting economic activity and growth. Moving straight to the pressing matter of energy costs, Mr … Continued
At Sheldon Flanders we are committed to doing the right thing – for our clients, our team and the wider community. We are a small business, but we believe that even the smallest business has a responsibility to do what we can to make the world a better place. With ongoing news coverage of the … Continued
In Pensions Awareness Week our MD Karen Sheldon reflects on why she is so determined to ensure women entrepreneurs are thinking about their financial futures. Like so many women I started my career in a corporate environment. I was good at what I did, I earnt the bonuses and went on the conferences and sales … Continued
Currently a question that many of our clients are asking is, how can I plan my income when inflation is rising? We work with many clients at the point of retirement, helping them choose the right investments for their next stage in life. We are also pleased to work with those people as they start … Continued