Alexander Grace on LinkedIn: Curious about how a pension annuity can secure your financial future? 💼… (2024)

Today, we say goodbye to Tony O'Driscoll CFP, Chartered MSCI and Affiliate of STEP, who steps into #retirement after over 30 years of service in Financial Services.Tony joined Alexander Grace four years ago, having sold his business, and he has been incredibly supportive of the younger advisers and really helped his clients through the transition period.Tony's professionalism and care for his clients was exemplary (he even had a client meeting on his last day!) and he will be missed, but we hope you all join us in wishing him the very best for his retirement!

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🔐Planning for a secure and confident future? Discover 5 Key Benefits of appointing a Lasting Power of Attorney (LPA)! Learn how LPAs provide peace of mind, reduce family conflicts, and ensure your wishes are followed. 🤝 Read further 👉https://lnkd.in/gsueFwBR #LastingPowerofAttorney #SecureYourFuture #LegalProtection #FinancialPlanning https://lnkd.in/gsueFwBR

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Please find our market commentary for May!We look to explore the major economies across global markets and the key milestones achieved in recent weeks.#EconomicOutlook #UK #Europe #NorthAmerica #EmergingMarkets #GlobalEconomy

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Some exam successes for Alexander Grace today!Ashleigh Jones from our Client Manager Team and Lee Quinn from our Financial Planning Team have passed AF7 and AF4 respectively.We encourage all of our staff to further develop themselves and it's great to see people moving forward in their professional journeys - congratulations both and too all who have received their positive results from the CII today!

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Recent data suggests a positive shift in the UK's financial outlook. Despite past challenges, Brits are growing more confident about their personal finances. Discover more about these encouraging trends and how they could impact you!#FinancialOutlook#UKFinance#EconomicTrends#PositiveShift

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Our April #Market UpdateWe look to cover off the latest market #trends 📈 around the globe 🌏 include an insight into various economies

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What does the future hold for #interestrates in the UK? 📉 Please see our summary on the potential impact of interest rates changes on #savings and #investments

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2023/24... And that's a wrap!Tax year end is our busiest time of year and we say a huge thank you to our Financial Planners and support staff for the amazing service they have provided to our clients!As we enter a new tax year, it is important to keep up to date with the changes this may bring in terms of tax rates, allowances and ensuring your finances are working for you as efficiently as possible.

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