Newsletters

Here you will find our quarterly newsletter providing topical and current advice on all aspects of financial planning. These newsletters are intended to bring a few important, topical, issues to your attention. If you would like to discuss any of them (or any other aspect of your financial planning) in detail, please telephone for an appointment.


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In this issue we take a look at European growth, Dividends & Social care
In this issue we take a look at the US Presidential Election, Dividends and Future Impact from COVID-19.
In this issue we take a look at the UK Economy, Europe Post-Brexit, Dividends.
In this issue we take a look at the Global Economic Outlook, Dividends & Shareholders

Personal Finance

We look at the what, why, and your consumer rights as Klarna launches a “pay now” option to let customers buy purchases immediately in full.
Over 10,000 people have taken part in The Great British Retirement Survey. The main findings about pensions may surprise you!
As the government announces £5,000 grants for installing new heat pumps, we look at the whys, hows, and the cheapest deals on the market.
Though the Welsh government’s drive to stop young people leaving is admirable, some of the main ‘push factors’ still apply, says Guardian columnist Rhiannon Lucy Cosslett
Lauren and Money to the Masses resident financial expert Damien Fahy look at the difference between unit trusts, investment trusts and ETFs.