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Winter Issue Forty One
JM Finn Quaterly Periodical

Ignore the media stereotyping, this is the cautious ‘Generation Rent’ who are taking hands-on investment decisions as they strive for financial freedom.

Ruth Sanderson, aged 78 and widowed, continues to live independently at home but more recently some minor health issues have led her to think longer term about her options for care.

Jack may still be at school but he’s already acutely aware of the need to save and has his sights set on being financially independent as soon as possible.

Rising healthcare costs, taxes and low interest rates are prompting even the wealthiest Baby Boomers to question whether they will outlive their money.

As the wealthiest elderly generation ever seen, ‘Traditionalists’ face unique financial challenges as they balance lifestyle with the implications of their longevity.

As they begin their working lives, this optimistic generation looks set to embrace entrepreneurialism while being careful to avoid indebtedness.

We are looking forward to supporting a number of family-friendly Point-to-Points again this year, where we hope to see some of our friends and contacts.

With the votes in Parliament that will determine what sort of Brexit we are likely to have at the end of month due to take place next week...

At Riding for the Disabled Association (RDA), horses benefit the lives of over 25,000 disabled children and adults.

When investing for the future, there is debate on how much significance should be placed on the past.

It is not just Brexit that is dominating investor sentiment at present. Banks, cars and trade are very much in the news.

The Spear’s 500 is the indispensable guide to the top private client advisers, wealth managers, lawyers and service providers for HNW individuals.

JM Finn has been nominated for two awards at this year’s City of London Wealth Management Awards.