Cash Holdings
March 22, 2023
Do you have large amounts of cash in the bank?
Do you have large amounts of cash in the bank? 🤑 Not sure what to do with it? 🤔
Maybe it's come from an inheritance and there are emotional considerations with the money.
Or, maybe you have a surplus each month that has just built up over time.
As a general rule of thumb, we recommend that you have between 3 and 6 months' worth of expenditure in accessible cash. Plus, anything you plan to spend in the next 5 years (new car, holiday, kitchen etc.)
Thereafter, we'd suggest a conversation with a financial adviser to discuss how to make the best of any excesses.
We can give you peace of mind when it comes to your cash holdings and investment plans.
Thanks so much for taking the time to leave this review Roda
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Thank you to everyone for your support this year.
Hello, and a warm welcome to the November edition of The Financial Brew! As the days get a bit nippier and we find comfort in our favourite hot bevvies, we hope this newsletter finds you in tip-top condition. We're over the moon with all the positive feedback we've received from you and how much you are enjoying reading our newsletters. Your kind words make our day! This month, we're thrilled to share some exciting updates with you. We've been sprucing up our offices with fabulous new artwork, nabbed a prestigious award (and it’s a big one!), rubbed shoulders with a famous cricketer, and even rolled up our sleeves for community work with the Shrimps Trust. And if that's not enough, Tarnia had the incredible chance to be a sports commentator for a day! And, of course, there is, as always, helpful advice from us on all things pensions and investments. So, grab another cuppa, get comfy, and dive into all the fantastic stories we have lined up for you this November. Enjoy the read! Warm wishes, Annabel, Tarnia and John
Thank you, Jennifer.
Feeling a bit overwhelmed with all the adulting?