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Aqua Wealth Management

End of Tax Year Planning | Aqua Wealth Management

The end of this tax year is the 5th of April, one week from today. This means that it’s important to not leave your planning until the last minute!   ISAs Don’t leave it too late to maximise your ISA allowance. It’s particularly important to remember that you can’t...

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December Roundup | Aqua Wealth Management

All the team at Aqua Wealth Management would like to wish you and your families a very Merry Christmas, and we hope that you stay safe and healthy throughout the festive season! Please see below for a Christmas update.   Office Christmas Update The Aqua office will be...

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November Roundup | Aqua Wealth Management

The festive season is now upon us, and it's been lovely to see all the Christmas lights in the St Albans city centre. Within the Aqua team, we have had a busy month with team members taking exams, attending local business events, and assisting our clients with their...

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Mortgage Interest Rates

You may have seen in the news recently that The Bank of England’s Monetary Policy Committee voted to hold its benchmark interest rate unchanged at its historic low on Thursday 4th November.  The vote was 7-2 in favour of no change. Andrew Bailey, the bank governor...

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October Roundup | Aqua Wealth Management

With the end of the year speeding towards us, we hope that you all had a wonderful October, and are finally starting to get back to normal again. The Aqua team have once again had a busy month attending local events, taking exams, and supporting a local school by...

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September Roundup | Aqua Wealth Management

September brought with it the new school year, some beautiful sunshine, and a move torwards to normal life again. The Aqua team have had a busy month attending our investment partners annual forum, taking exams, and working on some exciting new things. Keep reading...

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August Roundup | Aqua Wealth Management

As the summer holidays draw to a close, we hope that you all have enjoyed the Euros, Olympics and Paralympics, and the one week of nice weather we managed to have! In our August roundup, we share some exciting exam success news, a website update, and some local events...

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July Roundup | Aqua Wealth Management

With the summer holidays now in full swing, we hope that you have had a good month, and fingers crossed for some more beautiful weather on the way! In our July roundup, we share some team updates, as well as some summer local event ideas for the month to come.   Exam...

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June Roundup | Aqua Wealth Management

We hope that you have had a good June, and are safely managing to enjoy the Euros at the moment! In our June roundup, we share what the Aqua team have been up to this month, and a local event that is definitely worth catching. Read below to find out more about it.  ...

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May Roundup | Aqua Wealth Management

We all hope that you had a good bank holiday weekend, and enjoyed the wonderful sunny weather! Please be aware that our office is now open for client meetings again with enhanced health and safety procedures in place, though if you feel more comfortable, we are also...

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Spring Clean Your Finances – Our 5 Top Tips

We believe that it’s never too late to get organised, and now is the perfect time to spring clean your finances and get them in order. Here are our 5 top tips.   CHECK BANK AND CREDIT CARD STATEMENTS This helps you to budget better, detect expenditure that you perhaps...

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April Roundup | Aqua Wealth Management

With a bank holiday weekend upcoming, we hope that you safely enjoy some free time with your loved ones, if you are able to do so. We want to ensure that our clients are as safe as possible, and so not only have we adapted our office to be COVID friendly, but all our...

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March Roundup | Aqua Wealth Management

With lockdown restrictions starting to ease, and the weather getting brighter, we hope that you are safely enjoying the new rules, and looking forward to the bank holiday weekend. Here at Aqua, we want to make sure our clients are as safe as possible, and we are...

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End of Tax Year Planning | Aqua Wealth Management

The end of this tax year is the 5th of April, which this year falls on Easter Monday. This means that it’s important to not leave your planning until the last minute!   ISAs Don’t leave it too late to maximise your ISA allowance. It’s particularly important to...

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February Roundup | Aqua Wealth Management

With the Government's lockdown easing plan announced earlier this week, we are all looking forward to getting safely back to normal. At the moment, our office remains closed for client meetings, and please see below for more information on how to get in touch, and our...

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Your Financial Goals | Aqua Wealth Management

How often do you think about your financial circumstances? You may have considered making a vow or resolution of getting into shape, but have you ever applied the same thought process to your finances and started setting goals for these? With any goals, you need to...

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January Roundup | Aqua Wealth Management

We hope that you have had a happy and healthy January, and managed to safely enjoy the snow that we recently had! This roundup contains some exciting news of recent exam success, a health & safety update, and some virtual event ideas, if you are feeling stuck at home!...

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December Roundup | Aqua Wealth Management

All the team at Aqua Wealth Management would like to wish you and your families a very Merry Christmas, and we hope that you stay safe and healthy throughout the festive season! Please see below for a health and safety update, and some local news.   Health & Safety...

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November Roundup | Aqua Wealth Management

With last week's announcement of which tier we all fall into, we are always making sure that we keep updated with the latest guidance, and please see below for more details on this. Even though we are heading towards the festive season, we all want to keep as safe as...

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