Hopefully February’s swinging past splendidly and 2019 so far finds you healthy and happy.
As winter draws to a close, this month’s headlines should warm you up with some pertinent tips on profiting from the turn of the tax year, news of an outstanding award for our colleague David Heaton and information on My Chancellor — a superb new client communication suite we’re introducing imminently.
Take five to catch a cuppa and settle down with our hattrick of headlines.
With financial year 2018/19 ending on 5th April, now’s the time to take advantage of any unused allowances and prepare pension, ISA, cash gift and property plans for 2019/20.
Reading our main article will help you get the ball rolling in five minutes flat.
With almost 40 years in the industry, our Chartered Financial Planner David Heaton is an oracle of pecuniary wisdom.
And the Chartered Insurance Institute has recognised his contribution by presenting him with the sought-after Ernest Morgan Award 2018. Find out more about David’s professional journey and why this award means so much to him in the second of this month’s engaging articles.
We’re always keen to capitalise on the opportunities offered by emerging tech, so we’re delighted to announce that we’ll shortly be rolling out MyChancellor — our new online client communication and online valuation software suite.
This will significantly and securely enhance the way we communicate with clients and provide timely updates on portfolio values. Conveniently accessible on your PC or as an Android or Apple app, our new system will collate financial information and paperwork in one central location. We’ll keep you posted with more details in the coming weeks.
When March’s headlines materialise, we’ll be busy ordering early bird Easter eggs. But for cracking financial advice in the meantime, contact us or call 01204 526846.
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