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Quarterly Newsletter Spring 2024

Some of the topic covered in this edition are:

AI & scams - don't get caught out

48% of adults aged 25-34 have experienced financial fraud, with scams becoming more sophisticated

Planning children's financial futures

If you are considering making an investment for a child or grandchild there is a lot to consider

Crafting your retirement strategy

Whatever your age, careful planning is essential to securing financial stability and peace of mind when you stop working

If you would like to speak with your Financial Consultant to discuss any of the content in this newsletter, please do not hesitate to contact our office on 0113 387 8240.

To view the full newsletter click here

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