5 handy tips that could help couples create an effective financial plan
Spectrum Wealth Group
Experienced, diligent financial planners. Retirement planning specialists. Clients at the heart of everything they do.
We hope you are well, and welcome to your latest update.
The last few weeks have seen some further exciting news for us. Our British Standards accreditation has been renewed, as well as Paul and Nadeen achieving International Standard ISO 22222 certification.
These accreditations are for financial planners and advice businesses. They demonstrate our team’s high standards across a broad range of areas, from client service to ethical behaviour and information security. With these independently assessed awards, our clients can be sure their plans are in safe, reliable hands. You can read more about these on our website.
The end of the 2023/24 tax year is just a few weeks away. It may be your last chance to use some allowances that could reduce your tax liability. If you have any questions about which allowances are appropriate for you, please contact us.
We could also help you review your financial plan for the new 2024/25 tax year to ensure it continues to align with your aspirations.
This month, our articles include:
If you’d like to talk to us about your financial plan, please get in touch.
From Nadeen, Paul and the team at Spectrum