Financial Newsletters
These newsletters are intended to bring a few key topical issues to your attention. If you would like to discuss any of them (or any other aspect of your financial planning) in more depth, please contact us.
Please note: We may not necessarily advise on all the topics in each newsletter, but thought they may be of interest to you.
“Pensioners are sitting on their cash ISAs”
Millions of pensioners are keeping their savings in cash ISAs (individual savings accounts). Many instant access cash ISAs pay little interest with the risk of escalating inflation taking a chunk out of the value of these savings.
“Are you a care giver, that's sandwiched in the middle?”
The “sandwich generation” is made up of people who are simultaneously taking care of their children or grandchildren and helping their aging parents.
We have included a few tips to help you feel better equipped to cope.
“Generation X - inadequate pension savings”
Generation X is the name given to the generation of people born between the mid-1960’s and the early 1980’s. They seem to be missing out when it comes to savings and pensions.
“Why not give your child the best start in life? Invest now for your child’s future”
Putting money aside for your child can be a great gift for their future, not only can they start their adult lives with some savings but getting them involved early with savings can teach them important lessons about money.
The earlier you can start investing money for your children, the more chance it has to grow before they need it as an adult.
