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One Four Nine Wealth Magazine – issue 03


One Four Nine Wealth Magazine – January/February – Issue 03

Welcome to the One Four Nine Wealth bi-monthly magazine

Another day, another year. Traditionally, at the start of a new year lots of people tend to think about new resolutions. Something to focus on, a “new year, new me” mentality. To get fitter, eat healthier, spend more time with friends and family, reviewing yours or your family’s finances, the list goes on. We do understand though that we are still in the middle of winter with very cold nights and as the cost of living and energy crisis grips tighter, we as we always have been, are here to listen and help you on any concerns you may have. If you read anything within this issue that you would like more detailed information on, please do reach out to your local investment, financial advisory or planning team, they are on hand and happy to help, guide and advise.

This third issue of our complimentary periodical continues to focus on providing insight and understanding across a wide variety of relevant financial themes that could affect you and your family. From the importance of not missing out on this year’s Individual Savings Account (ISA) allowance, you either use it or you lose it to the confirmation of the State Pension “triple lock” returning from April 2023. We delve into potential retirement plans that include the “phased retirement” and the unique retirement planning challenges that women face including the impact of menopause. You will also find an article explaining what financial products there are for children which you may be considering at the start of this new year.

Read issue 03, January/February, here.

The next issue will be March/April.

For more detailed information on any of the topics and themes covered in any issue please do reach out to your local investment, financial advisory or planning team here.

Matthew Bugden
Chief Executive Officer

One Four Nine Group

Whether you end up reading One Four Nine Wealth on the way to work, during lunchtime in the office or on a Sunday morning in the garden with a cuppa, we do hope you find it useful and insightful

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