Previous quarterly newsletters

Your Finance Matters Summer 2024

Read about how to create financial wellbeing, be aware of “home bias” when creating your investment portfolio, a good article about considering the tax impact on your work bonus and many other interesting...

Your Finance Matters Spring 2024

Read about what this election could have in store for investors, how to create your retirement strategy, where next for the global economy and many other interesting articles.

Your Finance Matters Winter 2024

An interesting article on the resilience of portfolios and shows how dividend growth has remained strong. Read the latest about financial scams on page 8 has being alert to the risks will keep...

Your Finance Matters – Autumn 2023

This includes understanding the full impact of fiscal changes on investments as savings and dividends taxes are set to soar this year. Also, the results from a survey on the impact of scrapping...

Your Finance Matters – Summer 2023

In this issue an article about the record breaking year regarding inheritance tax (IHT) as more people pay this tax and another article on the key changes to the pension rules. Also have...

Your Finance Matters – Spring 2023

Worth reading the article on intergenerational financial planning that could be used to have a family discussion on finance. Other good articles on the value of starting a pension at age 18, potentially...

Your Finance Matters – Winter 2023

A focus on the family finances and helping children financially along with other popular topics such as estate planning, tax and retirement.

Your Finance Matters – Autumn 2022

The growing need for intergenerational planning is a topic that is becoming very important. A lot of the articles are about managing your finances during uncertainty and keeping investment emotions in check. Enjoy.

Your Finance Matters - Summer 2022

The Class of 2022 retirement report provides a riveting insight into the plans and thoughts of those either planning to retire this year or recent retirees, really highlighting the changing face of retirement in the UK. It...

Your Finance Matters – Spring 2022

Some great articles on pensions for people in their 40s as well as retirees. Page 9 looks at pension v property wealth and page 7 reminds us of the value of financial advice.

Your Finance Matters - Winter 2022

How to build financial resilience, save for your child’s future, be pension prepared and the great expectations for the year ahead.

Your Finance Matters - Autumn 2021

This edition has a good article about investing through the ages. An article on how inflation eats away at high amounts of cash left in the bank. Also some good tips about getting...

Your Finance Matters – Summer 2021

This edition includes a great article on taking the emotion out of investment decisions and also talks about the impact COVID has had on investing. The back page lists the reasons we have to...

Your Finance Matters – Spring 2021

This edition includes articles on why it is good to talk with family about money, how wellbeing can be improved by sorting out your finances and the ebb and flow of economic hope. ...

Your Finance Matters – Winter 2021

This edition includes tips for saving for retirement. There are lots of pension advice for the self-employed too.

Your Finance Matters – Autumn 2020

This edition includes an article about emotions when investing during uncertain times and also a great piece on selecting investments based on ESG principles.

Your Finance Matters – Summer 2020

This edition includes articles on keeping your retirement plans on track, protecting your investment portfolio and building financial resilience. These are all important topics when dealing with the impact of Covid 19.

Your Finance Matters – Spring 2020

This edition puts the budget under the spotlight and recommendations having a conversation about money especially in relation to estate planning. There is a good article regarding women and their pensions.