LIFT-Financial Winter newsletter – your financial planning update

This post is over a year old. There may now be updates to the facts stated and the views of the author. Please read with this in mind or check for more recent articles in LIFT-Financial.

Our newsletters bring you up-to-date with some of the latest developments in the financial world.

With an ever-changing financial landscape and personal goals shifting over time with changes in career, housing and family changes, it's important to regularly review your financial situation. Financial planning can help you prepare for these changes. For help with developing your financial plan, please do get in touch. 

Read the newsletter.

In this issue: 

  •  Auto-enrolment - the next stage
  •  Investing for children
  •  Asset allocation in a world of rising inflation
  •  New Year financial resolutions
  •  Time to update your life insurance?
  •  January - tax return time

Joel Adams – Latest Blog Posts

Continue reading 'The next generation'

LIFT-Financial The next generation

When we launched LIFT-Financial we were very clear on the type of firm we wanted to build, and that was primarily focused on being a Chartered firm and having the people on board that would have the same ethics and reach those same standards.

Continue reading 'The next generation'
Continue reading 'Summer newsletter - fiscal drag, risk profiling & more'

LIFT-Financial Summer newsletter - fiscal drag, risk profiling & more

Ever wondered how 'fiscal drag' is affecting your tax bill? Or why assessing your attitude to risk is one of the first steps an adviser has to take when you're considering investment opportunities?  Our latest newsletter has concise articles on both these areas plus some others that I think are a worthwhile read.

Continue reading 'Summer newsletter - fiscal drag, risk profiling & more'

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