April client newsletter

Monday, 30 April 2018

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Pensions, investments and financial planning advice, Wetherby IFA

Our April newsletter can be found at this link

Contents include:

  1. Wealth preservation Take action to reduce your potential IHT bill
  2. Financial freedom Creating and maintaining the right investment strategy
  3. Market matters Don’t let current global uncertainties affect your financial planning
  4. Beware of the scammers Fraudsters employ increasingly advanced psychological tactics to persuade victims to invest
  5. Financial fitness Track your wealth goals
  6. How to make the most of your retirement Steps you could take to increase your eventual income
  7. Crypto currencies Don’t believe the hype
  8. Life events What will influence your retirement income needs?
  9. Avoiding hidden dangers in retirement Make sure you don’t run out of money or face a reduced standard of living
  10. Financial resilience How prepared are you for any financial shocks?

We are independent financial advisers (IFAs), authorised by the FCA, based in Wetherby but serving clients across the UK.

Chartered Financial Planners. Regulated by the Financial Conduct Authority (FCA no. 603653).