Category: Newsletter

The world has changed drastically in the last few weeks with the COVID-19 pandemic, and many will be worrying about the financial stipulations of this.

That’s why Issue 5 of Financial Focus highlights how the industry is carrying on during the crisis and how we can continue to work for you. We’ve considered the importance of technology, highlighted how we’re reacting and provide advice to warn you about potential scammers.

The newsletter also touches upon planning for the next generation and provides a market update.

You can download the latest issue of Financial Focus below. To find out more about our services, please do not hesitate to get in touch and discover how we can help you best.

With the end of the tax year looming, our latest issue of Financial Focus provides some advice at a time of the year that can be extremely busy for both businesses and individuals.

Issue 4 also provides an update on the improvements we’ve made to the Personal Finance Portal and evaluates how time in the market is better than timing the market.

You can download the latest issue of Financial Focus below. To find out more about our services, please do not hesitate to get in touch and discover how we can help you best.

As the year comes to a close, we’ve provided a festive Financial Focus newsletter for all of our clients.

In the past few months, we’ve been aiming to become Carbon Neutral and make the environment a key element in how we conduct business. We’re continually working with clients to provide options that are both kinder to the environment and suitable for your individual needs.

Also in Issue 3, we’ve looked at how clients can reduce the impact of volatility when taking income and reflected on our very first Objective Wealth seminar hosted last month.

You can download the latest issue of Financial Focus below. To find out more about our services, please do not hesitate to get in touch and discover how we can help you best.

Merry Christmas and a Happy New Year.

As summer comes to a gradual close, we continue to work towards providing the best financial support possible to all of our clients.

Financial Focus is our quarterly newsletter designed to help inform clients of developments in the industry and how they may be affected. It’s just one of the ways we aim to provide transparent communication with our clients.

Issue 2 touches upon the subject of cash reserves and what part they should play in your portfolio. This is something clients have regularly questioned and we hope to answer common questions you may have. We also highlight how to make the most out of your legacy.

You can download the latest issue of Financial Focus below. To find out more about our services, please do not hesitate to get in touch and discover how we can help you best.

To be uploaded shortly. Please check back soon.

As part of our commitment to transparency and communication with our clients, we’re delighted to introduce our new quarterly newsletter – Financial Focus.

We have created this to keep clients up-to-date with developments in the financial industry, market updates and even introduce you to new members of the Objective Wealth team so you always know who you’re in contact with.

In Issue 1, we highlight the Personal Finance Portal you can benefit from with Objective Wealth and consider the growing importance of ISAs to financial success.

You can download the latest issue of Financial Focus below. To find out more about our services, please do not hesitate to get in touch and discover how we can help you best.