We’re looking forward to working with you, whether you have new goals you want to achieve or want assurance that you’re financially secure for the long term.

We hope you find this month’s articles useful. They include:

6 essential steps to take if you’re retiring in 2023
Do you have a gap in your National Insurance record? Checking now could boost your State Pension
7 valuable steps parents can take to improve the financial security of children
And more.

As always, if you have any questions about your financial plan or want to talk to us, please get in touch.

We wish you a very merry Christmas and a fantastic new year.

David & Joanne