by Victoria Shepherd | Jan 17, 2025 | Newsletter
Take Control For 2025 Get Your Finances Laser Focused For The Year Ahead While we wait for Donald Trump to take office next week and find out what his first policies will be, why not get your 2025 off to the best financial start with some actions that you can control?...
by Victoria Shepherd | Jan 17, 2025 | Newsletter
Looking Back At 2024….. To Look Forward to 2025 Happy New Year! Having had a break away, I’m back at my desk and before looking forward to the rest of 2025 I wanted to look back at how markets and money did in 2024. Overall investment markets experienced...
by Victoria Shepherd | Jan 10, 2025 | Newsletter
The Economy Shrinks. But The Pound Gains Ground. The UK economy showed no growth in any sector and the production and construction sectors fell. This was an unexpected fall, last week Keir Starmer said he wanted the UK to be the ‘fastest growing G7 economy’. Labour...
by Victoria Shepherd | Jan 10, 2025 | Newsletter
Get Ahead Of The End Communication is key to smoothing the path after you’re gone Anyone who has worked with me will know that one of the first questions I will ask is if you have a Will. It’s not the cheeriest opener, I admit, but a solid foundation for your...
by Victoria Shepherd | Jan 10, 2025 | Newsletter
Don’t Leave Money On The Table Do you know where all of your pension money is? £31.1 Billion….. That is the estimated total of ‘lost’ pension pots in the UK, up 60% since 2018. Many of us collect a number of workplace pension pots throughout our lifetimes, so...
by Victoria Shepherd | Jan 10, 2025 | Newsletter
It’s Trump Round 2 But What Does That Mean For You? Wow, there’s a lot to cover this week but I shall try to keep things short, sweet and targeted for you. Obviously, the biggest global news was the US election on Tuesday where we saw Donald Trump...
