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 contact us for an appointment.

  Adobe.png  Mortgage and Protection Newsletter Spring 2021.pdf

In this issue we highlight key financial support from the Government and vital Protection Insurance cover.

   Adobe.png  Equity Release Newsletter Winter-Spring 2021.pdf

In this issue we look at how you could enjoy your retirement more using equity release.

   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.


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In this issue we take a look at the UK Economy, Europe Post-Brexit, Dividends.
In this issue we take a look at global markets as lockdowns begin to lift, The Bank of England and European Deflation.
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 the US Presidential Election, Dividends and Future Impact from COVID-19.

UK News

Rules on socialising indoors and foreign travel are lifted in England, Wales and most of Scotland.
Holidaymakers from England, Scotland and Wales are now able to jet off for some early summer sun.
Thousands of people got jabs in Bolton over the weekend as the town battles the Indian variant.
Report finds that there were no serious failings in PSNI's handling of the funeral.
Greenpeace says it found plastic waste from UK supermarkets dumped and burned at numerous sites.