This week is Dementia action week, everything 3 minutes someone in the UK develops Dementia/Alzheimer's. Our Director, Corryn Wild is a SOLLA accredited later life adviser. She can offer advise when looking at matters such as care funding Find out more - loom.ly/itgDtVY

Struggling to get to grips with the ins and outs of protection policies? We cover the basics in our guide, downloaded it for free here - loom.ly/AI6jS6A We are more than happy to speak with individuals and businesses who need more advice, don't hesitate to get in touch.

May Bank Holiday... A reminder that our office will be closed on Monday 26 May for the Bank Holiday. #OpeningHours #BankHoliday #BeyondWealthManagement

Read our Monthly Market Commentary... 2025 has been a very noisy year so far. Important news has come thick and fast, be it related to trade tariffs, defence spending, artificial intelligence or other themes. Find out more - loom.ly/qvAp018

Retirement... How much to invest into a private pension or ISA is a question with many factors – the most important being your target income or current affordability. Take a read at the blog - loom.ly/AVn9xn4

As we continue to grow our business, we are currently welcoming speculative CVs from individuals with relevant qualifications and experience within the financial services sector. Visit our website to find out more - loom.ly/5m4-nIo

What our Chartered status means for you... #CharteredInsuranceInstitute #BeyondWealthManagement #Buildingtrust

Our Global Monthly Market Commentary is available to read... The US stock market has reached a new all-time high, with the UK and German markets very close to their own peaks. Find out more - loom.ly/4AQrhq0 #wealthmanagement

Struggling to get to grips with the ins and outs of protection policies? We cover the basics in our guide, downloaded it here - loom.ly/AI6jS6A We are happy to speak with individuals and businesses who need more advice - don't hesitate to get in touch. #Policies

Our sister organisation Greaves West & Ayre are attending the Border Union Show. Our Director Corryn Wild will be at hand on Friday 25 June, so Drop by for a chat, maybe a hog roast roll or some refreshments You’ll find us in Block 1, near the cattle rings. #BUAS #ruralshow

Join our Team... We are currently recruiting for an experienced Financial Adviser (IFA) to join our team in Bournmoor, County Durham. To find out more follow the link: loom.ly/5m4-nIo Closing date: 28 August 2025 #QualityAdviceQualityService #recruitment #vacancies

Interest Rates Decline •Stock markets (MSCI World Index) rose in July and have gained 8% so far this year •Bond markets (Bloomberg Global Aggregate Index) have risen by 6% this year Find out more in our Monthly Market Commentary - loom.ly/C98qVNs #wealthmanagement

Join our Team... We are currently looking for an experienced Financial Adviser (IFA) to become apart of our team based in Bournmoor, County Durham. To find out more follow the link: loom.ly/5m4-nIo #recruitment #vacancies

August Bank Holiday... A reminder that our offices will be closed on Monday 25 August for the Bank Holiday. #OpeningHours #BankHoliday

Winter Fuel Payments (WFP) are typically made to pensioners to help with heating costs. However, starting from winter 2025/26, there are new rules & guidance on how Winter Fuel Payments will be recovered from wealthier pensioners. Read more here - loom.ly/m8b20To

If you have a defined contribution pension (a pot of money you build up for retirement) it’s currently not counted as part of your estate when you die. This means it isn’t subjected to Inheritance Tax (IHT). Read more here - loom.ly/Vm3FECA #BeyondWealthManagement

Our Privacy Policy notice provides details of the personal data we collect from you, what we do with it, how you might access it and who it might be shared with. We have recently made some changes to this and our updated policy can be viewed here – loom.ly/-KloPhE

Global Market Commentary August followed a familiar path with stocks rising for the fourth month in a row. A number of factors are supporting the market... Read our full article here - loom.ly/GMKOleg #wealthmanagement

Free Childcare Just Got Better – The Latest Update for Working Parents. As of 1 September 2025, working parents of children aged 9 months to 4 years old can now access 30 hours of free childcare per week. Find out more here - loom.ly/bizPBuI

The state pension is expected to rise in April 2026 due to UK’s Triple Lock mechanism, which ensures that pension payments increase annually by the highest of 3 measures. Read more here - loom.ly/wmtjOas