Phew, we survived the end of the Tax Year! As 5 April rolled around, the Wealth Matters team were hard at work behind the scenes to make sure that all the Is were dotted and Ts were crossed in time for the deadline. This is always the busiest time of year for us, but we wouldn’t have it any other way – your continued support is what keeps us busy, so thank you!

Perhaps because of this busy period, April is often also a month that sees a lot of staff take Leave and jet off on holiday. There have been some exciting, Bucket List-level trips taking place, so watch this space for updates and holiday snaps once they’re all back in the office dreaming of the sea and sunshine.

In this month’s newsletter, we’ve tackled what is perhaps our most commonly asked question when we first meet a new client: “how much money do I need in order to retire?”. We’re also pleased to announce our next webinar, which will be an in depth WRAPS+ update. See page 3 for details.

In team news, we’ve been sharing our learning around what makes a great team with other business professionals. We’ve included a few of the tips here. Chris and Cameron from the Great Missenden office gave us a rundown of what a day in the life of a Financial Planner consists of. Lastly, Toby has been walking in nature and finding inspiration in the natural world.

We hope you enjoy this newsletter.

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