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INSIGHT

INSIGHT is our FREE quarterly financial magazine packed full of useful and topical articles on financial planning and tax matters affecting you. To get your FREE copy of INSIGHT delivered directly to your inbox subscribe using the form on our Financial Planning & Wealth Management page.

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.

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