Financial Newsletters
These newsletters are intended to bring a few key topical issues to your attention. If you would like to discuss any of them (or any other aspect of your financial planning) in more depth, please contact us.
Please note: We may not necessarily advise on all the topics in each newsletter, but thought they may be of interest to you.
“Generation X - inadequate pension savings”
Generation X is the name given to the generation of people born between the mid-1960’s and the early 1980’s. They seem to be missing out when it comes to savings and pensions.
“Why not give your child the best start in life? Invest now for your child’s future”
Putting money aside for your child can be a great gift for their future, not only can they start their adult lives with some savings but getting them involved early with savings can teach them important lessons about money.
The earlier you can start investing money for your children, the more chance it has to grow before they need it as an adult.
“Big changes ahead with how people pay for adult social care in England”
Boris Johnson announced a UK wide "health and social care levy to address the funding crisis in the sector.
From October 2023 - No one starting care in England will be forced to spend more than £86,000 in care costs over their lifetime.
“Responsible investing, a healthier approach for the future”
Environmental and socially responsible investing is becoming increasingly important. It’s great to know your investment choices can make a difference.
