Financial Focus: Winter 2017

In the Winter 2017 issue of Financial Focus, our wealth management team looks at:

  • Investing for children
    Most children are eligible for a Junior ISA, but there are other options available
  • Autumn Budget 2017
    The Budget included some giveaways, but generally steered on the side of caution
  • Asset allocation
    How can investors help to counter the effects of rising inflation and low interest rates in their investment choices?
  • New Year resolutions
    A few financial fixes in early 2018 could set you up for long term peace of mind
  • Life insurance
    If you last purchased life insurance alongside your mortgage and the term is maturing, what are your options to ensure continued coverage for you and your family?

You can read Financial Focus by clicking below.

For more information on the topics covered, please get in touch with your usual BKL contact or use our enquiry form.

BKL Wealth Management Limited is an appointed representative of Vintage Wealth Management Limited which is authorised and regulated by the Financial Conduct Authority. FCA number 593380.



Sam Inkersole

In 2022, Sam won the Taxation’s Rising Star award at the Taxation Awards in and was named in the Accountancy Age 35 Under 35.

Jon Wedge

While Jon’s client work focuses on the financial services sector, he also oversees the firm’s assurance service, as well as supporting the trainees following in his footsteps.


Elana joined us in 2017 as an ACA trainee, after graduating from Durham University where she had studied languages. She is now a manager in our assurance team.


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