Helping to keep you abreast with financial news...
We produce our own customer newsletter - ‘Yours Financially’ - two or
three times a year, to help keep you abreast with news from the financial
industry. We hope you enjoy reading them and would love to receive any
feedback you may have.
If you join our free subscription list, on our ‘Home’ page click here we will
send you a copy automatically when each issue is published. You can also
download a free copy of past issues below on this page - just click on the
cover image:
Whatever your lifes’ aspirations...
You have a much better chance of
realising your aspirations if you keep
abreast of relevant information, and
follow advice from professionals with a
proven, successful record.
We are here to help and guide you,
whenever you need us. And you can
also help to keep yourself on track by
taking advantage of the free newsletters
on this page. Why not send copies to
family and friends, to help them too -
we’re sure they will appreciate you
thinking of them as well.
Newsletters
© Prime Wealth Solutions 2014 - 2021
“Good financial advice is an investment - not an expense”
Spring 2010 -
The spring issue covered topics including; the
new pension changes which came into force in
April 2010, managing risk with investments,
wealth creation in difficult times, tips on surviving
recession, protection as the cornerstone of good
financial planning, the importance of valuable
critical illness cover and the new ‘third way’
pension product.
Just click on the image to download.
Autumn 2010 -
The autumn issue included topics such as; the
importance of seeking professional financial
advice, not putting off making a Will, avoid
inheriting a problem with some Inheritance Tax
(IHT) advice, tips on surviving recession, the
benefits of starting to save earlier on, planning
for success and squirreling away small amounts
of savings regularly to see them build.
Just click on the image to download.
NB - If you would like a printed copy of the newsletter/s posting to you,
please just contact our office
Spring 2011 -
Into another year - and the spring issue includes
topics such as; the cost of living danger to the
over 50s, a useful tax planning tool via trusts,
another tip on surviving recession, time to take
action now to help alleviate debt, planning for
success by asking some thought-provoking
questions, and a look at protecting your business
with some valuable ‘key man’ insurance cover.
Just click on the image for your free download.
Autumn 2011 -
In the autumn issue we took a brief look at; a
potentially clever way of investing, with our new
and cutting edge ‘Clever Investor’ software, more
tips on surviving the recession, an insight as to
what type of person you are regarding evolving
economic conditions, the importance of starting to
save early for your baby, the benefits of having
critical illness cover, and the ever topical issue of
mortgages. Just click on the image to download.
Summer 2012 -
The summer issue focuses on; sound financial
advice in view of the ever increasing cost of living,
a look at investing for growth and the composition
of your portfolio, another surviving recession tip,
the ever important protection aspect with some low
cost - high value protection cover for the family’s
peace of mind, a simple trust solution and the
matter of saving adequately for a pension in view
of the increasing number of centenarians!
Awaiting updated versions of the newsletters
