Hasn’t the weather outdone itself?! Late spring has arrived in a glorious plume of hot weather and balmy sunshine. We’ve been relishing the opportunity to take our lunch outside and soak up some rays on our breaks and Toby is making up for lost time with plenty of warm naps in sunny spots.

This month, we have plenty to share with you.

Graham Dormer, our newest addition to the financial planning team, has shared his insights into financial planning for small business owners. Graham has a strong background in finance within SMEs, so brings a raft of expertise in this area to the team. Read on to find out more.

Following on from this, we’ve taken an in depth look at the importance of Wills within your estate planning and why it’s imperative to keep them up to date at all times.

Next up, we’ve taken a look at the team’s guidance on how to set financial goals, before rounding up with our usual dose of Toby’s tales.

We hope you enjoy this newsletter.

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