You can download this update here Investment focus for the new year By any comparison, the past 12 months have been tough for investors with a series of shocks impacting markets and, as 2023 dawns, uncertainties remain. One constant on the investment horizon, though, is the requirement to be strategic with your portfolio. A sound … Continued
Have you resolved that 2023 is the year you get your financial situation organised? You may have been thinking about reviewing your pension? Or checking if you are making the most from your investments? Maybe 2023 is the year you will retire and make a start on all those big adventures you have been looking … 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
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