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.
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.
With new pension freedoms available to since 2015 everyone aged over 55, the need to understand how much you can withdraw safely each year, without the money running out has never been more important.
There has been some coverage in the business press about Standard Life buying the Elevate platform from AXA Wealth. For those clients with investments on the AXA Elevate platform, a letter will be dropping through your letterbox to let you know the process is now complete. We want to take this opportunity to let you know that there should be no change to your investments, the platform charges, or the services we provide.
Following the EU referendum, markets are no less predictable than before the vote, which basically means they will remain unpredictable! We have always said that markets dislike uncertainty, but this is something that we will be living with for some considerable time.