Our latest quarterly client magazines are available to download now

We’re pleased to make our latest client magazines available to download. As usual, we have sought to address topical issues that are likely to be of interest to most readers.

Essentially Wealth Magazine

This quarter’s Essentially Wealth magazine covers a variety of topics including:

  • Achieving balance this spring
  • Hello tax year 2022/23!
  • A life worth looking after
  • Refocus to take control
  • Don’t risk a double tax hit on your pension
  • Focus on long-term goals
  • The different values of financial advice
  • Financial freedom in retirement
  • Inheritance Tax – changes in reporting
  • Conscious investing


Essentially Mortgages Magazine

This quarter’s Essentially Mortgages magazine looks at:

  • Life changes – so should your mortgage
  • The war in Ukraine and UK property
  • Best catchment areas command hefty premium
  • Your key protection needs
  • Deposit building for beginners
  • Buy-to-let investors flock to holiday lets
  • Self-employment and income protection – what you need to know
  • Are mortgages set to become more affordable?
  • Buy-to-let hotspots revealed
  • Your future financial wellbeing