Quarterly Private Client Newsletter: November 2012

I’m pleased to publish the latest edition of our Private Client Newsletter, including a first look at the results of our client survey which was carried out last month. The full breakdown of responses should feature on our blog soon, including some testimonials, but we have included a quick preview in this newsletter.

 

November 2012 KBWM Private Client Newsletter (requires Adobe Reader)

 

As well as the client satisfaction results, we include a quick overview of some changes to insurance regulation which could see premiums going up. If you are worried about your lifestyle being impacted by death, accident or illness, we would urge you to get in touch as quickly as possible.

 

We conclude with some investment research which we hope demonstrates that the right investment adviser can deliver far greater results than investing on your own.