Contents

Welcome 03 MyPerspective – Client Portal 04 Putting You First – Our Commitment in Action 06 Looking Ahead with Confidence 08 Q2 2026 Financial Market Update 12

As we move into the summer months, we are pleased to share our latest newsletter, designed to keep you informed, supported and confident in your financial journey.

In this issue, we introduce MyPerspective, a secure digital portal designed to bring your financial plans into one place, providing greater clarity, control and convenience at your fingertips.

We also offer deeper insight into how our client-focused approach, supported by Consumer Duty, is embedded in everything we do.

Looking ahead, we explore key pension planning considerations, including making the most of contributions, simplifying your arrangements and preparing for upcoming changes to Inheritance Tax. With the financial landscape continuing to evolve, regular reviews and clear planning remain more important than ever.

As always, if any of the topics covered prompt questions or you would like to discuss your own plans in more detail, your financial planner will be delighted to help.

Kind regards, lan Wilkinson Chief Executive Officer

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