Independent Financial Advice by Key Wealth Management

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0191 566 1984

Winter 2019 Newsletter 2nd January 2019

Please click the link below to see a copy of our latest client newsletter. 

Key WM Wealth Newsletter Winter 2019

As usual, we have sought to address topical issues that are likely to be of interest to most readers. Included in this edition are: 

  • Money advice to pass on to your kids in 2019
  • Pensioners to receive legal protection from cold callers
  • In the News….
  • Making gifts to avoid IHT
  • Is being absent-minded costing you money?
  • Remind me what a tracker fund is
  • Were older people short-changed by the 2018 Budget?
  • More women aged 60-64 still working
  • Common investment mistakes

We do hope that you find this newsletter both interesting and informative. Should you have any queries or require more information on any of the articles or any other financial matter, please do not hesitate to contact us.

 

Our next newsletter will be available in Spring 2019.

 

TTR Barnes Financial Services Ltd trading as Key Wealth Management is authorised and regulated by the Financial Conduct Authority. Registered in England and Wales, Registered Address 3-5 Grange Terrace, Stockton Road, Sunderland, SR2 7DG. Registered Number 2048541.

The guidance contained within the website is subject to the UK regulatory regime and is therefore primarily targeted at customers in the UK