May 2023 Newsletter

Magazine
Written By Krishna Solanki

May has been a month abundant with good news here at Wealth Matters, with achievements and nominations abound. We won't give too much away here, but you can read all about it in this month's newsletter. 

We are delighted to announce our latest webinar, titled 'New Pension Opportunities, Market Outlook and Bucket List Goals', to be held on 20th June at 7pm.

Alongside this announcement, in this newsletter you will find:

  • some thoughtful recommendations from Cameron McKay on how to be proactive with Estate Planning

  • an interview with Katherine Pautard on her financial planning journey

  • reflections from Alison Howe about the importance of having a dedicated Client Relationship Manager

  • Julian's thoughts on giving back and the charitable efforts here at Wealth Matters

  • an update on our fundraising efforts for the Ukraine Humanitarian Appeal

  • and, of course, our regular Dog Tales update from Toby!

We hope you enjoy our Newsletter this month and look forward to catching up with you all soon. 

Read the newsletter
Krishna Solanki

This article was written by Krishna Solanki, founder and creative director at Krishna Solanki Designs (KSD). KSD is an award-winning brand and Squarespace website design agency renowned for our experience, creativity, well-defined processes and confident approach.
Krishna is also an official Squarespace Expert, Squarespace panellist and speaker at Squarespace Circle Day.

https://www.krishnasolankidesigns.com
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