Our February Newsletter

Hello

We've had a busy start to the year, with projects and plans in full flow and lots of work being done within our team to improve our service and deliver the results our clients expect. You may have already experienced some of these as we make more use of our new client portal, and we'll tell you about some of our other projects in future newsletters.

Our first article this month is a commentary from our Investment Team Manager, John Genovese, in which he describes the current economic situation and how his team are responding. With inflation showing signs of cooling and interest rates peaking, they believe markets are poised for a potential upswing, particularly in areas sensitive to these changes. Read the post below for the full commentary.

Our second article is on a topic we feel is important. In our culture death is something we don't like to talk about, however it often leaves loved ones in a quandary, not fully knowing your wishes or preferences for end of life care or the 'right' choices after you're gone. We're very happy to facilitate family conversations about these sensitive subjects. Read our post to find out more.

We hope you enjoy this month's newsletter.

Investment Team Commentary January 2024 - Inflation, Growth, Interest Rates & Markets: Grounds for Optimism?

Our Investment Committee meets quarterly to review our recommended portfolios and consider changes in the light of current economic conditions. We share an extract from our January 2024 Investment Team Commentary from Investment Team Manager, John Genovese.

Read the Commentary Here

Beyond Goodbyes: The Gift of Open Conversations About Life's Final Chapter

Life, in all its wonder, eventually arrives at a natural ebb. While we may plan and dream, the reality of death is an unspoken truth, often shrouded in fear and uncertainty. But what if we could approach this transition as a bridge, built with the bricks of open communication? We explore the idea of conversations about death and how it could help your loved ones when the time comes.

Read the post here

Christmas Quiz Scoreboard

We hope you enjoyed the Christmas quiz. As promised here is the scoreboard.

First and second place entries didn't leave their names and got 87% and 84% respectively. In third place is Juliette Ridewood with 81%. You've earned the title of Christmas champions! Well done!

In Case You Missed It...

New Year, New Tax Year: Preparing Your Finances for 2024

Beyond New Year Resolutions: Your Financial Plan Holds the Keys to Your Success

Achieving Fellowship of the Personal Finance Society - "Why Would You Not?"

We hope you enjoyed reading this newsletter. You can read all of our blog posts on our website at any time - just click to have a browse.

The Chesterton House & Woodgate Team

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Chesterton House Financial Planning Ltd is authorised and regulated by the Financial Conduct Authority, FCA number 126368.
Company Registration Number 2118345 (ENGLAND).

Woodgate Financial Planning Ltd is an appointed representative of Chesterton House Financial Planning Ltd,

which is authorised and regulated by the Financial Conduct Authority, Reference No. 126368. Registered in England Company No. 04662503.

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Chesterton House Financial Planning Ltd, Chesterton House, 2-3 Rectory Place, Loughborough, LE11 1UW, United Kingdom

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