Financial Focus: Winter 2018

In the Winter 2018 issue of Financial Focus, our wealth management team looks at:

  • Lessons from a record bull run: An international view on investments could open up new opportunities
  • Headline increases and frozen thresholds in the 2018 Budget: We dive into the detail of how the Budget really affects your finances
  • Make your will the right way: It is very important to make a will, and it’s just as important to do it properly
  • Don’t ignore your credit report: With data theft becoming commonplace, you should know how to manage your credit ratings
  • Growing ethical investment for sustainable returns: Ethical investment is a growing market, and it’s focused on sustainable returns
  • Annuity options for long-life planning: How to guarantee income in retirement, as life expectancies get ever longer

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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