Broadway Bulletin: Autumn 2022

For various reasons, we’ve had a bit of a break in our communication with you and so I’m delighted to send you our Autumn Newsletter where we’ve got a lot to tell you!

Firstly, we’ve included an excellent piece written by Albion Consulting, who many of you will know is a firm retained by BFP to provide expert research and guidance for our investment propositions. At times like this, when it feels like we’re trying to make plans on quicksand, it’s really important to draw on past experiences and remind ourselves that volatility is part of the investment journey and doesn’t last. As Financial Planners, our role is often likened to that of counsellor and that’s never truer than at times like this. We appreciate you may be feeling anxious about the state of the economy, the rising cost of living and when political stability will resume but it’s important to revisit whether any of this will impact on your ability to achieve your long-term goals – invariably not! We hope this piece helps to reassure you but, as always, we’re here if you’d like to discuss any of your concerns further.

You’ll also see in this latest addition that we’ve got two new lovely members of staff who have recently joined the team, Jess Burrows and Hetty Hyde-Durrant. Jess is managing the office for us and Hetty has joined the advice team to work alongside me and develop her career as a Financial Planner. I hope you’ll get the opportunity to meet them both in the not too distant future but they’ve included a little introduction about themselves in the meantime.

As well as losing our dear Queen in September, I was also very sad to say goodbye to my own mum in August. Death is something we are very used to addressing within our profession but it can still take your breath away when it affects you personally. I always try and draw on the positives of any situation (sometimes more challenging than others!) and have reflected on how mum approached death from a practical way and shared some insights both of my own experience and those of others. I hope it may prove helpful for you or family members who have not yet had such “discussions”. Thank you also for all of the lovely messages of support and kindness shown – I was really touched by your thoughtfulness.

Finally, and on a very happy note, Rebecca was finally able to celebrate her very overdue wedding to the lovely Alex in the beautiful surroundings of West Cork. As well as looking radiant, Rebecca and Alex had the most wonderful (and unusually!) sunny weather for the entire week they were celebrating.

Read our full Autumn 2022 Newsletter below.

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November 2022 Cash Recommendations Report