Wealth Perspectives – March 2015
Welcome to the latest edition of our client magazine, Wealth Perspectives.
Click here to download this issue.
In this edition, Industry experts from leading Pension and Investment companies share their views on the issues that affect your finances.
Keith Carby, Chairman and CEO of CAERUS Capital Group, considers how events that impact our social and economic world can increase the complexity of Investment choices.
Mark Anders, Director of Sales and Marketing at Friends Life, shares statistics on heart disease, and how these make critical illness cover an essential part of financial planning.
Nicola Robinson, Corporate Communications Manager at Parmenion, explains why expert guidance to get the right blend of assets is crucial to achieving your Investment goals.
Simon Brett, Chief Investment Officer at Parmenion, looks at the key events that have shaped the market since our last edition.
Gavin Casey, Investment Director at Aegon, highlights how the tax implications of the Pensions Freedom could have an effect on your retirement plans.
Gabrielle Beaumont, Investment Director at Ingenious, takes a closer look at the tax benefits of the Enterprise Investment Scheme and why they are such a popular choice for investors.
If you wish to discuss your finances or any of the issues raised in this edition of Wealth Perspectives, please do get in touch.