Independent Financial Advice by Key Wealth Management

0191 566 1984

Winter Newsletter 9th January 2018


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

Key Wealth Wealth Newsletter Jan 2018

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

  • Does your portfolio need a New Year makeover?
  • Disposable incomes hit six year low – have you got the stamina to stay the course?
  • Approach with caution – pension scams an increasing concern
  • Taking a regular income from your investments
  • Don’t be in the dark about your pension
  • Setting up a pension if you employ a carer or a cleaner
  • Balancing intergenerational needs in your family – a fine line
  • Highlights from the Autumn Budget

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.

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