Share
and Other News from Woodgate
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Hello


We've got lots to share with you this month. First up, we're excited to introduce our new Personal Finance Portal to you. Make sure you read our post to find out more, as you'll be invited to register for it over the coming months.


Andy shares an experience he had whilst boating, which made him reflect on Safety Planning and why it's important. We're also sharing an article from Compliance Manager Jon and the fantastic work our teams have been doing to meet the FCA's Consumer Duty regulation that recently came into force. 


John, our Investment Team Manager, gives his views on whether Cash really is King, and finally there's a roundup of our Summer Barbecues. If you weren't there, you missed a great event.


We hope you enjoy reading them!

Introducing a major step forward in our service to you

It's been several years in the making, but finally our new Personal Finance Portal is here and we're very excited to tell you about it! 

Read the post here

I waited to hear it crack...

Andy’s recent experience on his canal boat caused him to reflect on the importance of planning for the unforeseen. Here’s his story….

Read about it here

Consumer Duty initiative brings higher standards for UK financial firms

For the last year or so, financial firms in the UK have been getting their knickers in a twist about a major initiative that’s been launched by the regulator, the Financial Conduct Authority (FCA), the Consumer Duty. So what is it?

Read about it here

At times like these, is cash 'King'? Or is that just an illusion?

With interest rates having risen to 5% for the first time since September 2008, investors are understandably questioning whether the additional risk of investing in markets is worthwhile given the rates available on cash.  

Read the post here

Sizzling Success: Summer BBQs at The Manor House in Quorn

Summer is a time for relaxation, laughter, and good food, and what better way to celebrate the warmth of June and August evenings than with a sizzling barbecue? We hosted two BBQ events this summer that not only brought joy and delicious food but also made a meaningful impact on our community.  

Read the post here

In Case You Missed It...

The Longest Drive - Our Golf Day

Our New Foundation is Up and Running

Why We Won't Take You Too Seriously

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 Woodgate and Chesterton House Team

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