Latest News within Wealth Management
We are all aware of the considerable volatility the coronavirus has caused in the financial markets. Many people, particularly those without a financial adviser, are likely to be feeling anxious about the value of their pension savings falling and may even be re-thinking their retirement plans.
As a self-employed barrister Mr J, aged 33, had a hectic work schedule, with little time to think about his own personal finances.
Having set up the business two years ago, he was busy building up a pot of money for the company and didn’t have time to make sure the right personal protections were in place to support his wife and young children. It was important to Mr J that he knew how to maintain a good standard of living.
Once well-known for cabaret cheese and bad karaoke, the cruise market has changed drastically in recent years with something to cater for everyone. Having always been a popular choice for retirees, what makes cruises such an attractive option for holidaymakers?
We’re thrilled to announce our new Women in Business masterclass series.
Financial planner Suzanne Jeakins will be running a series of free Women in Business masterclasses to help owner-managers of small to medium sized businesses manage their finances.