• JC
    James Carter
    10:16
    I've pencilled 30 mins - I'll bring the updated cashflow model.2
  • ISA
    Stocks & Shares ISA
    10:23
    Any plans for the remaining ISA allowance?1
  • SIPP
    Personal Pension
    Mon
    Let's review that at your annual review.
  • GIA
    General Investment
    Yesterday
    There is still CGT allowance available this year.
  • AW
    Wealth Inc.
    09:02
    Your 2025/26 statement is ready to view and download.1
  • Cash
    Cash reserve
    Today
    The current rate is 4.65% AER.
  • CS
    Client services
    Yesterday
    Draft:Thanks - one thing I wanted to flag before we
  • RD
    Research desk
    Fri
    Equities firm as inflation prints cool; gilts steady into the auction.
  • CO
    Compliance
    Thu
    Confirmed, thank you John.