Primera Wealth Management

CLICK: https://primerawealthmanagement.co.uk/resource-centre

The latest issue of our Money Matters magazine is now available on our website.

Inside this edition, we look at the rise in the cost of living, with reports suggesting a third of young adults (18-34) and families with young children are struggling financially. According to this new research, one striking aspect is the extent to which grandparents are stepping in to support and help grandchildren with housing deposits, in addition to everyday expenses.

As the cost of living continues to soar, with inflation reaching a 40-year high, the impact on household finances is noticeable. With this in mind, it is therefore essential to try to maintain a savings habit and remain proactive on existing portfolios. Our aim at Primera Wealth is to develop wealth-building strategies that focus on what’s important to you, your needs and those of your loved ones, helping ensure the decisions you make today, won’t compromise your vision for the future.

We also look at the growing interest and awareness in investing in companies that take into account environmental, social and governance (ESG) factors. This type of investing – also known as sustainable, responsible or impact investing – aims to generate both financial returns and positive social and environmental impacts. We also provide an insight into the origins of ESG investing dating back to the 1960s.

We hope you enjoy reading this issue and please contact us should you have any specific areas of advice you would like to discuss.

Welcome to the latest issue of our Money Matters magazine. As the World continues to open and return to a more familiar way of life, this edition looks at further topics that we hope will be interesting and informative to our clients. The magazine and industry articles can be found by using the link below:

Welcome to the latest issue of our Money Matters magazine. Inside this edition, we look at a number of topics to help you accomplish what matters most to you and your family. Whilst we continue in these uncertain times, having a clear understanding of your finances can give you real peace of mind. As another year rapidly draws to a close, many of us may already be starting to think about what resolutions we can make to improve our financial health in 2021 and even though we may resolve to improve our finances, it is often knowing where to begin that is key. The topics we have brought into focus in this edition, we think will prove helpful in this regard. At the time of publishing this issue, the Coronavirus Job Retention Scheme was due to end on October 31, but we can confirm that this has been extended, along with other measures, as Prime Minister Boris Johnson announced England was moving into a second lockdown. We continue to wish all of our clients well in these testing times. The positive news on vaccine roll out will hopefully allow us to look forward to a more positive 2021. All of the documents mentioned in this email can be viewed and downloaded by clicking on the link below which provides direct access to the ‘Resource Centre' on our website.

Whilst the Prime Minister’s comments over the last few days have suggested that we are moving forward in the fight against Covid-19, the majority of the country remains in lockdown. At Primera Wealth Management we wanted to check in with our clients and reiterate that we are still conducting business as usual. We continue to review our business continuity plans to ensure our service levels are maintained and have plans in place across the business to serve the needs of our clients, while protecting the health and safety of our colleagues, who are currently working from home.

The ongoing news of the impact of the coronavirus pandemic and how it is affecting everyone is a huge concern for us all and understandably, people are worried about the general economic outlook and their own personal finances. With this in mind, we have added our latest ‘Money Matters’ magazine to the resource centre on our website, where inside this issue, we look at a number of areas to consider during this difficult time. Additionally, we have also added two further articles on ‘Investment Insight’ and ‘Investment Diversification’, which we feel our clients will find of interest and value, as they are currently seen as current hot topic’s within the industry.

Should you have any concerns or queries that you would like to speak to your Financial Planner about, we are more than happy to provide you with the advice and guidance you need, so please don't hesitate to contact us.

We realise that in these uncertain times, we need to stand together to move forward and hope that all of our clients are staying safe.

All of these documents can be viewed and downloaded by clicking on the link below which provides direct access to our website:

For the very first time 'Money Matters' marks a collaboration between Primera Wealth Management and publisher Goldmine Media Limited to bring together inspirational styling and the very best writing into a client friendly magazine for clients. The new magazine will initially appear online and provide a guide to current financial ‘hot topics’, which will be of interest to clients. The first issue, launching today will provide features on ‘Tips for good tax planning’, ‘Portfolio diversification’, ‘Retirement options’ and much more.

In addition, Primera are also pleased to launch the ‘Resource Centre' on their website which will provide a home for the magazine and shorter, targeted articles to both inform and provide technical information on a range of Financial Services topics. These articles will continue to be added over the coming months.

Speaking about ‘Money Matters’ and the new online resource centre, Neil Donnelly said: "Primera Wealth Management have a fantastic team and we wanted to produce a standalone magazine that showcases the topic’s that affect our clients and provide them with informative content that they can access at the leisure. We hope that the first issue is enjoyed by our clients and look forward to producing more valuable articles over the coming year”.

To read the magazine, please visit the Primera Website using the following link:

https://primerawealthmanagement.co.uk/resource-centre

Primera Wealth Win at Essex Business Awards.....

PRIMERA WEALTH TURN 1 TODAY!!

Primera Wealth Management chosen as Finalists for the Essex Countywide Business Awards 2018

The Primera Wealth Management team have enjoyed a fantastic end to the week finding out from judges that they have been shortlisted as FINALISTS in the Countywide Business Awards in the New Company of the Year Award.

Dynamic Planner Annual Conference...........

Operations Director Mark Copsey attended the Dynamic Planner annual conference in London yesterday. There were some interesting thoughts on Investment markets, BREXIT and other financial topics, with BBC Business Editor Simon Jack hosting the event and a keynote speech from Alastair Campbell.

2018 will see Primera continue to move forward as a leading financial advisory practice for high net worth individuals who are seeking quality advice and a first class service.