Desire Wealth Management

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Welcome to our Summer 2020 newsletter

As usual, we have sought to address topical issues that are likely to be of interest to you.

We are pleased to outline the key features which include Building financial resilience - we’ve been bringing our finances back to basics; Protecting your investment portfolio - Take stock of your investments to ensure your portfolios is sufficiently diversified; Be vigilant and scam smart - During the pandemic, millions of financially vulnerable people have fallen prey to scammers; Making sense of pension withdrawals - One in five over-55s with a private pension withdrew a lump sum in 2019 is this the best course of action; Know your numbers this tax year - When planning your finances, get familiar with this year’s tax allowances and exemptions;

Please download our Summer 2020 newsletter.

summer-newsletter-2020.pdf 319KB