STAYED INFORMED
with our latest news and insights
July 2026: Protecting Wealth in a More Complex World
As summer arrives in Hitchin and across Hertfordshire, many of us naturally begin to slow down, spend more time with family and take stock of the year so far.
For our clients, this often becomes a moment for wider reflection too. Are plans still on track? Is wealth structured as efficiently as it could be? Are investment decisions still aligned with long-term goals rather than short-term headlines?
Cash, Inflation and Opportunity Cost: Is Your Wealth Working Hard Enough?
Cash has an important place in every financial plan.
It provides security, flexibility and peace of mind. It allows families to meet short-term needs, manage unexpected costs and avoid being forced to sell investments at an inconvenient time.
For many affluent individuals, however, the question is not whether to hold cash. The question is how much cash is appropriate…
Legacy Planning: Passing on Wealth in a More Complex Tax Landscape
For many successful individuals and families, wealth is about far more than money.
It represents years of work, sacrifice, decision-making and responsibility. It may be tied to a family business, property, land, investments or assets accumulated over decades. It may also represent the desire to support children, grandchildren, charitable causes or future generations.
Yet despite its importance, legacy planning is often delayed…
Established in 2002, the local, award-winning branch of Raymond James, Hitchin is headed by Susie Bewell and Faye Silver, who together have over 50 years experience in financial services.
