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Hot off the press, we're here with our roundup of the Spring Budget announcement made earlier today. Accountant Gemma and Financial Planner Sam watched the broadcast with pens poised ready to make notes to share the key points that might affect you. You'll find Sam's write-up in our first article.


In our second article this month, our Mortgage & Protection Adviser, Alex, shares what's happening with fixed rate mortgages and why fixed rates matter. Our mortgage and protection service is available to anyone, not just existing clients, so if you have any friends or family members that are looking to buy a new home Alex can help them. You could forward this email to them or pass on our contact details for a free initial chat.


We hope you enjoy this month's newsletter. If you have any news you'd like to share, or topics you'd like us to write about please do get in touch.


Spring Budget 2024 – ‘Budget for Long-term Growth’

Chancellor Jeremy Hunt unveiled his Spring Budget earlier today, with viewers watching keenly to learn about what plans the Conservatives had with their last budget before the upcoming general election. Financial Planner, Sam, put together a handy overview of the announcement.

Read the Commentary Here

Millions Facing Higher Payments: What’s next for you and your mortgage?

Approximately 1.6 million fixed-rate mortgage deals are set to expire later this year, and 5 million homeowners are likely to see payment increases between now and 2026. Is a new fixed rate right for you? Our Mortgage & Protection Adviser, Alex, explains.

Read the post here

Spring into Financial Bloom: Sow the Seeds of Your Future

Just as spring brings new life to the garden, it’s the perfect time to plant the seeds for your financial future. Forget complicated spreadsheets and generic goals – our Values-Based Financial Planning process is all about nurturing your unique aspirations. Financial Planner Tom explains how growing a Financial Plan is similar to growing your garden.

Read the post here

Kathryn's India Ride to raise money for Railway Children

Our lovely client Kathryn is cycling 450km over 6 days through India's Golden Triangle to raise money for the charity Railway Children. The charity works hard to support children who are alone and at risk on the streets in India, East Africa and the UK.


We're in awe of Kathryn's tenacity in completing this challenge and wish her the best of luck. 


If you'd like to know more about what she's doing, or to make a donation in support, you can click the link to her JustGiving page below.

Find out more and donate here

Share Your Story and Help Others!

Have you experienced the life-changing power of Values-Based Financial Planning with us? Now's your chance to make a real difference and help others discover the same! We're launching a brand new website, and we're searching for passionate clients like you to share their stories in short, professional video testimonials.


Why is your voice important? Your testimonial will be instrumental in showcasing the true value we offer and reaching more people who would receive enormous benefit from having a financial plan aligned with their dreams and values. By sharing your experience, you'll be directly contributing to our mission of empowering individuals to achieve their goals.


Feeling a bit nervous? Don't worry! We've partnered with a local marketing agency who will guide you every step of the way, making the process fun, easy, and stress-free. They'll provide prompts and ensure you feel at ease and find the right things to say.


As a huge thank you, we're offering a £50 voucher for your favourite shop or restaurant to those who participate!


If you'd like to take part, or to know a little more before deciding, contact Jenny by clicking reply to this email or give her a call on 01509 610472.

In Case You Missed It...

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

Investment Team Commentary January 2024

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

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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