tree in meadow

Financial Planning Matters

Professional finance updates and advice.

17/07/2019
tree in meadow
The need to regularly review your planning has never been more important and our advisors are always on hand to provide support when required.

Download Financial Planning [pdf]

Some of the articles are shown below to give you a snippet on what our newsletter offers.

lady making viewfinder
Emma Hegarty, Chief Legal Executive, Brachers outlines how making a Will ensures your wishes will be followed.

The importance of making a Will and Lasting Power of Attorney 

Why you should create a Will sooner rather than later, otherwise the law decides who benefits.  
couple on beach holding hands
Julian Hanarahan, Director, Crowe explains how a good review of your financial planning will help you make the right decisions.

Why you should review your financial planning

Following the release of the Financial lives survey, we look at setting up your financial objectives including reviewing your existing finances. 
people working at laptop
Phoebe Stone, Investment Manager, LGT Vestra LLP presents the key components and the additional risk factors.

Diversification, an Italian job

There are several key components to multi-asset investing that need to be considered when managing a portfolio; investment selection, asset class blend, geographic exposure, sector and style biases. 

holding hands
Cammas MacCormick, Financial Planning Consultant, Crowe explains how key protection works and tax treatment of premiums.

Key Person Protection

With the right protection in place you can ensure your business is safeguarding against financial effects of death, terminal illness or critical illness.

Thumbnail on newsletter image to be added

Financial Planning Matters

Providing you with an update on professional finance updates and key announcements you may need to act on.

Contact us

Our Financial Planning team primary objective is to protect our clients' wealth for themselves and their families into retirement and for future generations.
Phil Smithyes
Phil Smithyes
Partner, Head of Financial Planning
Thames Valley