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December Newsletter

Updated: Dec 20, 2023

We are pleased to share with you the latest edition of our client newsletter, hoping it will provide you with valuable insights and information.



This edition features articles on a range of topics, including Consumer Duty, Exploring Financial Planning, Inflation, Retirement Savings, Capital Gains Tax, and Practical Steps to Take if You're Struggling to Pay Your Mortgage.


The article entitled "Consumer Duty," written by Chris Smallwood, CEO of 2plan Wealth Management, highlights the importance of putting clients’ needs first and setting higher standards of consumer protection across financial services.


Receiving financial advice is crucial now and in the future, and I hope this newsletter contributes to your financial well-being.


Please feel free to share this newsletter with your family and friends, as your personal recommendations are the foundation of our business.


Wishing you a Merry Christmas and a Happy New Year.


Look forward to catching up soon.


To download the latest newsletter please click the link below:


2Plan_Newsletter_Edition 43_Single Pages (2)
.pdf
Download PDF • 2.10MB



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