August 2024 Newsletter

As we write this newsletter, we can already feel a slight chill in the air. Our short-lived summer seems to be over already, and autumn will be here before we know it!We have plenty to keep us busy and on the go over the coming months, though – a handful of birthdays (including ours and Toby’s!), our upcoming webinar (read more about it later in this newsletter), the hotly-anticipated autumn Budget announcement, the US elections at the start of November, to name just a few.This month we have a bumper edition, with lots of updates to share with you from the team.We’re starting off with an invitation to our Masterclass Webinar on the subject of Later Life Planning, followed by a video all about the evolution of WRAPS and WRAPS+, our bespoke investment proposition. We’ll learn a little about a day in the life of a paraplanner and how your generous reviews help us grow as a business, before diving into our team updates.Read on to see who visited the Wealth Matters office, hear from Julian’s daughter Sophie about her work experience at Wealth Matters this summer, and meet the very newest, tiny addition to the extended Wealth Matters family. As is tradition, we’ll round out with a very special edition of Toby’s Tales, penned by Sophie Gilbert.There is still time to get involved with our charity bike ride in September – read on for more information.We hope you enjoy this edition of our newsletter.Click here to read the newsletter in full