56 Fore Street, Kingsbridge, Devon, TQ7 1NY

01548 856096 info@cw-fp.co.uk

Latest Wealthwise News Letter for October – November 2013

Welcome to the October & Novembers issue of Wealth-wise, the News Letter that keeps you up to date with all the financial matters that are important to you and your family and specifically designed to help you make the most of your money by keeping you up-to-date and informed with important financial news and information.

In this issue, we discuss the following:

  • Wealthwise News Letter for October & November 2013Wealthwise-Oct-Nov13
  • Wealthwise News Letter for October & November 2013
  • Your tax-free lump sum : should you take it, or not?
  • Understanding a rights issue : and the impact it could have on you
  • Business angel investing : do you have what it takes?
  • Have a happy retirement : financial planning through your life
  • School fee funding : how to make it possible
  • Investing for a fixed income : could bonds be the answer?
  • Savings account v premium bonds : in terms of a better return, which option wins?
  • Investment strategies: the options that suit your time frame
  • Life insurance for the over 50s : is it worth it?

If you require any further information on any of the featured topics, or you would like to receive financial advice based on your own individual
circumstances, please fill in your personal details on our “contact me” slip on page twelve, contact us via our site or alternatively please call or e-mail us for more info

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Clearwater Financial Planning Limited is an Appointed Representative of Intrinsic Financial Planning Limited, and Intrinsic Mortgage Planning limited which is authorised and regulated by the Financial Conduct Authority.

Intrinsic Financial Planning Limited and Intrinsic Mortgage Planning Limited, are entered on the FCA Register (http://www.fca.org.uk/register/) under reference 440703 and 440718

Clearwater Financial Planning Ltd is Registered in England & Wales Company Number 05764001

Registered Office - 56 Fore Street, Kingsbridge, Devon, TQ7 1NY