Here you will find our quarterly newsletter providing topical and current advice on all aspects of financial planning. These newsletters are intended to bring a few important, topical, issues to your attention. If you would like to discuss any of them (or any other aspect of your financial planning) in detail, please telephone for an appointment.


   Adobe.png  Mortgage and Protection Newsletter Autumn 2020 v2.pdf

In this issue, we highlight some of the support from the Government, lenders and insurers.

   Adobe.png  COVID-19 Update 3 - Jul 20.pdf 

In this issue, we cover the temporary reduction in Stamp Duty and an update on the financial support that’s available.

   Adobe.png   COVID-19 Update - May-Jun 20.pdf

In this issue, we cover the easing of lockdown, and opening up of the housing market in England.

   Adobe.png   COVID-19 Update (Informed v9 final) 2020-04-20 10_59_14.pdf

In this issue we look at how the current Coronavirus is affecting the mortgage market. 

   Adobe.png    Mortgage and Protection Newsletter Winter 2020.pdf

In this issue we take a look at protection myths and mortgages for the self employed.

   Adobe.png    Mortgage and Protection Newsletter Summer 2019.pdf

In this issue we take a look at family protection and first time buyers.

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In this issue we take a look at jobs, recession, central banks and a Bleak Outlook for Brazil.
In this issue we take a look at funding retirement, premium bonds and allocating wealth
In this issue we take a look at the election, investment bonds and equity income
In this issue we take a look at Brexit, european markets and the coronavirus
In this issue we take a look at global markets as lockdowns begin to lift, The Bank of England and European Deflation.

UK News

The prime minister insists he has the right approach and no child will go hungry this winter.
Some parts of the surrounding county will also face the toughest Covid rules.
The stowaways had posed "a clear threat to life on the ship", the Defence Secretary says.
John Bream jumped out of a helicopter at 130ft and hit the water in The Solent at about 80mph.
Councils have been told that level four measures could be introduced in North and South Lanarkshire.