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March – Apr 2023 Newsletter

March – Apr 2023 Newsletter

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Welcome to our March / April 2023 edition. Financial planning can be a daunting and uncomfortable conversation for many, but thankfully attitudes towards talking about money are changing. In this issue we cover off some key parts people should discuss to improve their financial future and to secure a legacy for your family.

    • On page 3 why, obtaining the right advice from a qualified professional financial adviser
      will ensure you are able to plan ahead by including expectations for items such as inflation, market declines and your protection requirements, so you can stay on track.

    • On page 6 we we consider the topic of Wealth Planning. How to leave a legacy for your family in a tax efficient way.

    • On page 9 we discuss one way to get financial protection in the result of a critical illness like a stroke, cancer or heart attach. 

    • On page 10 we look at the main questions to ask yourself for a secure retirement.

Full Contents

03 – GOALS DON’T JUST HAPPEN, YOU HAVE TO PLAN FOR THEM. How professional financial advice benefits both you and your family

04 – RISING PRICES CAN WIPE YEARS OFF RETIREMENT POTS. How to protect your pension income
against inflationary pressures

05 – GIVING RETIREMENT A SECOND THOUGHT? Over a third of over-55s think they will work beyond their State Pension age

06 – WEALTH SUCCESSION. Making the right preparation for future generations

08 – SHOW ME THE MONEY. Britons not researching their investments because it’s ‘time consuming’ and ‘complicated

09 – CRITICAL ILLNESS COVER, YOUR QUESTIONS ANSWERED. Protecting against the financial impact that a serious illness can cause

10 – TIME TO RETIRE? Planning your finances to be sustainable for the long term is key.

Your wealth. Your legacy.


Financial planning may be complex, but it doesn’t have to be difficult. Whether it’s planning for your future, or growing or protecting your wealth, we’ll give you a fresh perspective on what’s possible.  

We hope you enjoy reading this issue and if you would like further information or want to arrange an appointment, please contact us.