Summer 2018 Update

Read the summer edition of our newsletter where, as the year starts to flourish, we continue to look for ways to help your money do the same. Amongst the many planning opportunities open to you we look this time at the ISA family and how you can make the most of your regular savings. With savings in mind, we take a look at market investments across UK dividends and the changing environment for VCTs and investing in enterprise businesses.

We offer thoughts on interest rates, which are pegged to rise this year, as well as the impact of inflation on frozen tax thresholds. We understand these are complex and unpredictable times, and are on hand to help you plan your path through them.

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Investing 101: Jargon Buster

New to investing? Jargon and confusing terms can put you off getting stuck in with investing, but it’s not as complicated as you may think.

Here are some common terms and jargon that you may have seen often but not known exactly what they mean.

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How are Ethics Impacting Investing?

An increasing focus on ethical, governance and social issues is impacting on the world of investing, boosting awareness of ethical investments and broadening interest in investments that make the world a better place.

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Welcoming Matt Booton to the Birmingham Team

Today, we are welcoming Matt Booton to the KLO team in Birmingham as a Financial Planner!

Matt brings with him a raft of experience to help provide a clear and comprehensive planning service to our clients. Welcome to the team Matt!

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Retirement 101: How Much Do I Need to Save?

When saving for retirement, you’ll need to work out how much money you’ll need to save in order to live comfortably. This may seem like a daunting task due to all the factors you’ll need to take into account.

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Saving for Retirement: What Are the Risks?

When planning your finances for later life, it’s a good idea to take into account the potential risks involved. There are many things you will need to keep in mind to help you live the lifestyle you want during retirement.

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