Welcome to the February edition of our e-newsletter which we hope you enjoy.
With the new year well underway, February is a great time to check in on the goals you’ve set for the year. Whether it’s refining your financial plans, adjusting your investments or exploring new opportunities, staying proactive now can make a big difference throughout the year and beyond.
Whilst February may be a shorter month, it is full of opportunities to focus, not only on your finances, but on yourself too.
Whether it’s enjoying cosy winter moments, embracing the outdoors or starting a new routine, small steps can have a big impact.
In this edition of our newsletter, in trying to help you make sense of the headlines, we have a varied selection of articles for you to enjoy.
As ever, we start with our Market Commentary and follow that up with an article covering how 25% of us are using investments to help family and friends. We report on UK Gilt Yields hitting a 25-year high and also let you know why we believe that market reports simplifying ISAs makes sense.
In ML News we introduce you to a few of our new starters that joined ML around the Christmas period, let you know of a success story and promotion within the ML team and update you on our B Corp journey.
We hope you enjoy this months edition of our e-newsletter and should anything you read prompts any questions then please do not hesitate to contact us.
Kind regards
Craig McClurg
Director & Independent Financial Planner
Quote Of The Month
“It’s not about how much money you make, but how much money you keep, how hard it works for you and how many generations you keep it for”
Robert Kiyosaki
