Building a Personal Wealth Plan

The inflationary pressures that have spurred interest rate hikes since December 2021 are now subsiding. However, the discourse surrounding central banks, speculating the timing and extent of cuts this year, has not led to the allure of cash waning for UK investors. Many still grapple with the volatility of stocks and alternative asset classes, even as the nation nears its 2% inflation target.

 This webinar, held in partnership with Netwealth, explored the market opportunities for UK investors. Guided by our expert panellists, the discussion delved into the financial planning considerations required to build a resilient wealth plan.

Regulatory Change

Considering the outcome of this year’s general election, how could taxation and regulatory change influence a wealth plan?

Impact of March Budget

With the March budget outlining the UK’s economic trajectory, what developments could impact investors and savers this year? 

Fintech Solutions

What role do innovative fintech solutions play in financial planning and portfolio management? 

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