Preserving your Wealth

A return to how life was at the start of 2020 is some way off. Even now that lockdown restrictions are starting to be eased, coronavirus (COVID-19) will continue to affect our lives in many ways.  It has also brought a sharper focus on money, particularly on how prepared we are to weather unexpected financial events. We hope you find this issue useful, and if you require any further help or guidance, please do not hesitate to contact us.

 

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I've known Paul for over 5 years. Paul is friendly, relaxed and a pleasure to deal with. He is extremely knowledgable and serious about financial planning which makes the process stressfree and I feel very confident about the plans in place to maximise my income, particularly during retirement.