The September / October 2022 newsletter bundle is out and here is a quick round up of what to expect.

Putting Life On Hold

The underlying theme of this newsletter is “The Long Term Impact of Rising Living Costs”

Here are just a few of the topics covered in this 34 page edition:

  • Self-Employed extremely vulnerable to loss of income
  • Cash may not be king
  • Bridging the gender pensions gap
  • 10 tips for first-time investors
  • Funding the lifestyle you want
  • Unretirement
  • When should I stop working?

Guide To Wealth Creation

This guide is all about building a personal plan for financial freedom, taking a look at topics including:

  • Goals-based investing
  • Risk tolerance
  • Six principles of investing
  • Pitfalls of market timing
  • Investment trusts
  • and more…

There is no one size fits all answer to the question of how to build a plan for financial freedom.

Book a free financial review: Book Appt

Guide To Family Protection

What would happen if something were to happen to you? Would your family be able to cope financially with the impact an unexpected event might have?

Topics covered in this guide include:

  • Life insurance
  • Income protection insurance
  • Critical illness cover

Putting the right insurance policies in place can give you peace of mind that you and your family will have a safety net if the unexpected happens…

Guide To Maximising Pension Savings

Get back to dreaming about your retirement, not dreading it!

Topics covered in this guide include:

  • Free money from your employer
  • Extra money from the Government
  • Understand where your pension pot is invested
  • and more…

Even in the current climate there are ways to maximise the value of any pension savings you do have…

Get In Touch

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