Q3 2024

In this newsletter, our financial planning team have prepared some articles on a range of topics, from tax planning and junior pensions, through to what to do if you are faced with eye-watering insurance renewals. And alongside our usual market update from our Chief Investment Officer, James Calder, we have included an update from our Chief Executive Nick Coghill, which we hope gives you an insight into the work we have been doing to deliver the best possible service to you and all our clients.

We also want to draw your attention to a new page on our website which we hope will be useful to those who need it. Since 2022, we have been working to identify additional resources to provide support for you and your family with life events and health issues. A dedicated team of staff have identified charities that can help, and conducted extensive due diligence to ensure their credibility. You can view the page here. We have also been adding more content to our popular Money Wellbeing series for younger clients, including a very timely video sharing some thoughts on how to spend money safely abroad.

You will hopefully have received an invitation to complete our customer satisfaction survey last week, and we do hope you are able to take a few minutes to share your thoughts with us. This is invaluable in helping us develop our service to meet your needs, and we are extremely grateful for all feedback we receive. As an added incentive, we will donate £5 to our chosen charities for each completed survey, and you will also be entered into a prize draw for a Fortnum and Mason’s hamper.

While there is no substitute for one-to-one advice, we hope the news and insights we have selected to share with you are useful and help you to consider your financial plans. If you have any questions, please contact us by emailing fpteam@city-asset.co.uk.