We have had a busy and exciting month here at Wealth Matters, filled with so much activity that it feels as though six months have passed.

In this newsletter we’ve featured a chat with Katherine Pautard on her inclusion in the CISI Financial Planning Forum. We’ve also included a team book recommendation for World Book Day (coming up next week on 7th March) and an interview with our Head of Paraplanning, Carmen Bacaoanu, about her creative hobby outside of work, and of course, to round things off, we have our usual dose of Toby’s Tales.

As a reminder, the end of the tax year is coming up fast. If you haven’t yet made the most of your contribution allowances, or if you’re unsure, please get in touch with your Client Relationship Manager as soon as possible. We hope you enjoy this newsletter.

Click here to read the newsletter in full