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Our useful guides to help you manage your money  

March 2022 

WELCOME TO OUR LATEST EDITION OF SMART MONEY

Inside this edition we look at why now is the time to make sure you protect your wealth. The word ‘inflation’ had barely featured in the market’s vocabulary in the last three decades until it suddenly started to come back with a vengeance in 2021. As higher inflation looks set to persist throughout 2022, on page 09 we consider why finding ways to generate a return on investments greater than inflation will be a key investment theme – otherwise your wealth falls in real terms.
 
A full and happy retirement is a priority for many. But no two people are alike. A ‘one-size-fits-all’ system cannot accurately account for everyone’s individual lifestyle choices, so it makes sense that the way you prepare for your future is likely to be different from others. On the surface, retirement planning hasn’t changed all that much over the years. You work, you save and then you retire. Read the full article on page 03.
 
On page 06 we look at the importance of staying on track to achieving your specific financial goals. All of your financial decisions and activities have an affect on your financial health. To help improve your financial health during this period of rising inflation and interest rates, we explain three areas that could help keep you on track to achieving your financial goals.
 
Are your investments working as hard as they could be? With so many options out there, it can be confusing. We can help you navigate your options, and provide a personalised recommendation based on your investment goals. On page 10 we look at five principles that affect everyone who invests their money.
 
A full list of the articles featured in this issue appears on page 02.
 
Looking to make the most of tomorrow by planning today?
 
​Your wealth needs to serve you differently at different stages of your life. Find out how we can help you make the most of tomorrow by planning today. To discuss how we can help, please contact us. 

Woodward Markwell Independent Financial Advisers

We hope you enjoy the useful articles in our latest issue, and if you require any further information or would like to speak with us directly – please contact us.

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