Broadway Bulletin - Summer 2021

Welcome to our Summer newsletter. Well, although we’re not quite “back to normal” following the reopening of the office to clients in April, it certainly feels like we’re heading that way. We’ve been able to provide a safe environment for clients to visit us at last and we have certainly enjoyed seeing them, even if we are wearing unusual headgear!

As we move away from the challenges posed by Covid, we’re seeing small signs of optimism both from clients and markets. Most clients have not been able to live their normal lives and, as a result, have saved money. This provides opportunity for planning in the future whether that’s organising the much missed foreign travel, gifting to family members or having work carried out on the house... if you can find a tradesman, of course.

The article entitled “coconuts versus sharks” addresses the issue of risk, how we assess this within our lives and the impact it can have on investments. I have to admit I bore myself with the same line “don’t panic at times of strife and sit it out” but all evidence continues to indicate that this is the best course of action. For clients who are now reviewing their portfolios with us, I hope you’ll agree with me.

We’re thrilled to be able to invite clients to join us in July for drinks down at the Fish Hotel to celebrate the ending of lockdown, surviving home schooling and just about anything else! If you are able to join us and haven’t yet let us know, please do so by 18th June 2021.

We look forward to seeing you back at Farncombe soon!

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What to expect from a Financial Plan?

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The Sandwich Generation - Is this you?