In this issue
04 SMART INVESTING
Should i invest in a pension or an ISA?
05 PROTECTING WHAT MATTERS
If something should happen to you, the last thing you want is for you or your family to be worrying about money.
06 GIVE A TRIPLE BOOST TO YOUR CHILDREN
For parents who have spare cash - don’t miss out on this little-known tax rule of putting money into your children’s pension to boost their retirement.
08 MAKING INVESTMENT DECISIONS INTO OLD AGE
More than 615,000 pensioners are expecting to make investment decisions into old age, but seven in ten retirees admit not to have not set up a Lasting Power of Attorney.
09 DEAL OR NO DEAL
Our Fund Manager,Richard Cole, discusses what assets are faring better since we voted to leave and other factors which are affecting investment and pension portfolios.
10 ENGAGING WITH A TRUSTED ADVISER
In these current challenging times, it’s imperative that you have the reassurance of a ‘trusted helper’ you can rely upon to guide, support and advise you.
11 YOU MAY BE RICH, BUT ARE YOU WEALTHY?
Our Chartered Financial Planning team can work with you to establish what you want to achieve from running your own business.
12 Client Focus - Matfen Hall, Northumberland
We’re honoured to work with such a prestigious business as Matfen Hall and pride ourselves on the support we are able to provide to the large remit of clients we have within the Hospitality, Leisure and Tourism sector.