July 2024

Welcome to our Summer Newsletter!

There have been numerous economic and political developments this quarter with the Government keeping the base rate at 5.25% for a seventh time in a row and the General Election which will take place on Thursday 4th July.

It has been a busy quarter as always at Strategy, but we have had the pleasure of attending a handful of events and conferences such as 'Purely Paraplanning and 'Intelliflo Innovate' which enabled us to serve our clients the best way that we can.

We currently have a 'summer offer' of 0% set-up and initial advice fee for investing in your child/grandchild's future. Strategy offer Junior ISAs and Pensions with either regular or lump sum contributions to suit you. This offer is running until the end of September so speak with us today if you are interested!

Take a look at our new section below - 'Local Upcoming Events' - if you live in Hertfordshire or would consider visiting the area!

We hope you enjoy the read and welcome any feedback or suggestions of content you would like to learn or read about.

Missed our previous editions? Check out our Instagram Highlights to access past newsletters. Simply click the Instagram icon below!

Inflation is a measure of how prices of goods and services are changing in the UK and it can have a big impact on household finances.

Use this Inflation Calculator to work out your personal inflation rate.

For our practical hints and tips article, please see our previous Spring edition below!

https://conta.cc/3ZoYd9h

Get in touch

If you’re worried about the rising cost of living and would like to discuss ways to protect your finances from the effects of inflation, we're here to help!

Strategy Financial Ltd - Contact Us

Intelliflo Office - Innovate 2024

On Tuesday 4th June, Sophia, Emily, and Kiera attended the Intelliflo Office Innovate Conference. Intelliflo holds our client database but also has a software to model cashflow over the lifetime of our clients.

They had a great time with the range of speakers, food and good company.

Purley Paraplanning Conference

On 8th May 2024, Sophia and Emily attended the Purely Paraplanning Conference in London. This year Emily moved into a new role of Paraplanner to support Sophia providing advice to our clients.

This was an ideal opportunity for her to learn more about Paraplanning and the depth of technical work involved.

If you haven't already, please register to your Personal Finance Portal.

If you are an existing Strategy client, you are able to use this at no additional cost and it is accessible 24/7.

You may use this to update your fact find information when major changes occur and before our meetings as it feeds directly into our systems. You can also add your own goals and watch your progression.

You can easily upload documents to the PFP if you need to send us anything or simply use it as a document store for your own convenience.

If you want to register, hit the button below!

The Great British Food Festival - Knebworth House, Saturday 20th & Sunday 21st July from 10am!

Sat-ART-day (FREE Art Activities) - University of Hertfordshire, Saturday 20th July 11am-3pm drop in anytime!

GoatFest Live Music Festival - Codicote, 23rd - 25th August!

As a parent, you want to do everything you can to ensure that your children have a bright and secure future. One way to do this is by investing on their behalf. Not only can they start adulthood with some savings, but getting children involved early with saving also helps them learn important lessons about money.

The earlier you start investing, the better. Time is a powerful tool when it comes to investing, and the longer you have, the more time your money has to grow. Even if you can only contribute a small amount each month, starting early can make a big difference in the long run.

Friday 28th June 2024 is National Insurance Awareness Day!

Do you know how you would pay your mortgage and bills if you were unable to work due to illness or injury?

Income Protection insurance ensures you still receive a portion of your salary if an accident or illness stops you from working.

Critical Illness insurance can provide financial protection if you're diagnosed with a specified serious illness.

Private Medical Insurance can provide access to faster care, new treatments and greater choices.

Talk to us about how we can help put in place plans which provide peace of mind during tough times.

If you have any questions or want to get in touch, drop us an email at clientservices@strategyfinancial.co.uk

If you would be kind enough to leave us a review on Google and Trust Pilot, it would only take a few minutes and we would be very grateful.

If you are unsure what to write, you may want to include the services we have provided and how we have helped you.  

Missed our previous editions? Check out our Instagram Highlights to access past newsletters. Simply click the Instagram icon below.

Don't forget to hit the follow button!

Strategy Financial Limited is an appointed representative of The Openwork Partnership, a trading style of Openwork Limited, which is authorised and regulated by the Financial Conduct Authority.

Openwork Limited, Omnis Investments Limited and Openwork Wealth Services Limited are separate companies within the Openwork Group.

Openwork Limited is authorised and regulated by the Financial Conduct Authority. Registered in England and Wales under registered number 04399725. Registered office: Washington House, Lydiard Fields, Swindon, SN5 8UB.

Omnis Investments Limited is authorised and regulated by the Financial Conduct Authority. Registered in England and Wales under registered number 06582314. Registered office: Washington House, Lydiard Fields, Swindon, SN5 8UB.

Openwork Wealth Services Limited is authorised and regulated by the Financial Conduct Authority. Registered in England and Wales under registered number 10266077. Registered office: Washington House, Lydiard Fields, Swindon, SN5 8UB.