Blog
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...
read moreDecember 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...
read moreNovember 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...
read moreMortgage 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...
read moreOctober 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...
read moreThe Importance of Equitable Pension Sharing in Divorce Cases
A research report by the Manchester Institute for Collaborative Research on Ageing has revealed the stark difference in pension wealth between married men and women. The report showed that considering the age group between 55 and 64, married men have more than three...
read moreSeptember 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...
read moreAugust 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...
read moreJuly 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...
read moreJune 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. ...
read moreMay 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...
read moreSpring 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...
read moreApril 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...
read moreMarch 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...
read moreEnd 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...
read moreFebruary 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...
read moreYour 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...
read moreJanuary 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!...
read moreDecember 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...
read moreNovember 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...
read more