Waveney McKenna

Welcome to our new look Newsletter containing information on Child Trust Funds, Junior ISAs and Staff Benefits together with interesting statistics and a market update. As usual if you wish to see articles in a particular area or have any feedback then we look forward to hearing from you.

We have provided information on asset allocation, retirement options and developments within Waveney McKenna Limited. We are keen to make our Newsletters as relevant as possible and do let us know of any areas of interest for future Newsletters.

This Newsletter provides some information on NEST, retirement options and shelterting higher rate tax liabilities.

An update on changes within Waveney McKenna including the new software system for client reporting together with a budget update, details on discretionary management and market commentary.

Please click here to view our Newsletter September 2009

Information on practice covers offered by Waveney Insurance Brokers together with Financial Planning information

This document provides more information on the service we aim to provide, how we arrive at a financial plan and the investment processes used.

Please click here to view our Newsletter March 2009

Please click here to view our Newsletter September 2008

Click here to download our generic guide to tax and planning concersn for higher earners

Please click here to download our Retirement Options factsheet

Click here to download our guide to Corporate Planning

Click here for our Financial Healthcheck