Five steps to improve your financial well being

improve your financial well being

New research from global investment company Standard Life found that the significant events of 2016 influenced the way over half of UK adults managed their finances.How you view your finances is as important as how you manage them. Both are crucial in achieving long term financial happiness and security. A few simple steps can help you focus on using your resources to enjoy life experiences, while making sure you have enough to sustain you for the future you envisage.

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Year-end tax planning. Navigating the changes

year-end tax planning

The changes to tax allowances and exemptions that were introduced in the 2015 Budget will come into effect in April 2017. It’s important to ensure you know what to expect and that you’re doing everything you need to in order to ensure you aren’t caught out.

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Trump In The White House

Trump In The White House

In a historic victory that shocked the political establishment and global financial markets alike, Donald J. Trump became the 45th president of the United States. In an uncanny echo of the Brexit outcome, millions of Americans, frustrated with the country’s direction, voted against the perceived status quo in the world’s wealthiest and most powerful democracy. Yet lack of clarity on how the president-elect will actually govern poses both risks and opportunities for investors.

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Charli Okey joins the team

Charli Okey

We are delighted to welcome Charli Okey to Chamberlain Stean & West. Working with Julia and Christine, Charli’s client administration expertise will help Mike, Chris and Colin deliver the right level of service to our ever-growing client base.

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Potential E mail Scam

Potential E mail Scam

In other office news, we’ve been made aware of a new website domain that is very similar to ours. If you receive any emails from cswfs.net asking for help with some form of testing, please ignore and delete them.

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