Your window on wealth – Summer 2020

In our Summer 2020 newsletter we cover a range of investment topics to keep you informed.

Please find below a copy of our latest client newsletter. 

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

Keep your retirement plans on track – Don’t let the pandemic derail your retirement plans. Keep calm, take a long-term approach and avoid making any hasty decisions

Reassurance for savers – The Financial Services Compensation Scheme provides an extra level of reassurance for savers

Spreading risk has always made sense – Throughout history, we can find examples of investors who lost out because they put all their eggs in one basket

Estate planning – protecting your family’s financial future – Good estate planning involves balancing your current needs with your desire to protect your loved ones’ financial future

Focus on the horizon – Investors who don’t panic and stay the course have seen rewards over the long term

Global economy braced – As well as the tragic human cost of the pandemic, the worldwide response has had a huge impact on the global economy

 Fraud goes viral – if it sounds too good to be true, it probably is – UK fraud prevention groups are warning people to be extra vigilant following a massive increase in scams

Pension withdrawals – consider your options – In Q1 2020, savers withdrew almost £2.5bn from their pensions – a 19% increase on Q1 2019

The true value of advice – You need quality advice, now more than ever, we’re always here to support you.


As the UK continues to edge out of lockdown, our offices are open and have been open throughout, ensuring that we can continue to provide the best service to you. Up to 3 people can meet their Adviser in our Boardroom – socially distanced. 

As well as enhancing the office cleaning and ensuring access to hand gel in all of our offices, we will be asking all visitors to proceed directly to our meeting room where they will be joined by the relevant member of the Investment Solutions team.

We also continue to offer telephone and Zoom meetings and we expect that this will continue to be the best solution for most people, but of course we can discuss all of the options with you.

As always, 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.

Click below to download our latest newsletter

Summer July 2020

Our next newsletter will be available in Autumn 2020.


Warm regards,


Ivan Lyons

Fellow & Chartered Financial Planner

Managing Director

Speak with our Financial Planners today

Related blog posts

Economic Review – August 2022

The latest gross domestic product (GDP) statistics show the UK economy grew unexpectedly in May although forward-looking indicators still point to a deteriorating outlook. In…

Read More

Economic Review – July 2022

The latest gross domestic product (GDP) statistics show the UK economy unexpectedly shrank in April, increasing concerns about future growth prospects. In our economic update…

Read More

10 incredible destinations to add to your bucket list

Seeing more of the world makes up many people’s bucket lists. Whether you want to be left in awe of natural sights, immerse yourself in…

Read More

Wealth Management for Entrepreneurs and Executives

  The wealth management market is very much segmented and filtering through this to assess the best service, relationship, cost, security, and breath of offering…

Read More

Why use a Financial Adviser?

  In our case study below, we run through the scenario of some new clients who thought they could manage their portfolio themselves. However eventually…

Read More

How do you find a lost pension?

  Research by the Association of British Insurers (ABI) conducted in 2018 found there were approximately 800,000 lost pensions in the UK which amounted to…

Read More
Coming to a crossroads in life

Financial Planning as a result of selling a limited company

Selling shares in a construction company John had a business in construction that he owned with two co-directors. They decided to sell the business as…

Read More

Planning for Retirement

Self-employed, with a number of pensions Spencer is 65 and lives in Worthing with his wife.  He is a self-employed carpenter. Spencer came in to…

Read More

Michael and Mandy

Michael and Mandy are 46 and 43 respectively, and own a business in Worthing. They were in the process of buying the business from the…

Read More