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THE WTS NEWSLETTER

Life, wealth and what comes next.

Life, wealth and what comes next.

Life, wealth and what comes next.

A monthly collection of ideas, perspective and useful things worth your attention.

A monthly collection of ideas, perspective and useful things worth your attention.

A monthly collection of ideas, perspective and useful things worth your attention.

inancial planning, retirement, markets, family and occasionally something that has very little to do with money.

inancial planning, retirement, markets, family and occasionally something that has very little to do with money.

Join the newsletter

ONCE A MONTH

Something worth sitting down with.

Something worth sitting down with.

Something worth sitting down with.

This isn’t a market update or another email telling you what happened this week. Each month I bring together a few things I think are worth your time; useful ideas, different perspectives and things that might make you stop and think.

This isn’t a market update or another email telling you what happened this week. Each month I bring together a few things I think are worth your time; useful ideas, different perspectives and things that might make you stop and think.

This isn’t a market update or another email telling you what happened this week. Each month I bring together a few things I think are worth your time; useful ideas, different perspectives and things that might make you stop and think.

01

01

01

A WTS perspective

One idea explored properly.

An original idea about retirement, money, family, decision-making or the point where financial planning meets real life.

02

02

02

Planning & perspective

Ideas that help put financial decisions in perspective.

Articles and commentary on investing, behaviour and financial planning, selected to help you step back, see the bigger picture and make clearer decisions.

03

03

03

The numbers in context

Charts without the noise.

Updated charts and visual perspectives on markets, inflation and the wider financial world, with a short explanation of what they may — and may not — mean for a long-term investor.

04

04

04

Worth your time

A few things I found interesting.

Articles, podcasts, videos, charts and ideas from beyond WTS. Some financial. Some about life, behaviour, progress or the world around us. All there for one reason: I thought they were worth sharing.

THE IDEA BEHIND IT

More perspective. Less noise.

More perspective. Less noise.

More perspective. Less noise.

There is no shortage of information. The harder part is deciding what deserves your attention. The newsletter is my attempt to do some of that filtering for you, bringing together useful financial thinking with broader ideas about how we use our time, our money and the choices available to us.

There is no shortage of information. The harder part is deciding what deserves your attention. The newsletter is my attempt to do some of that filtering for you, bringing together useful financial thinking with broader ideas about how we use our time, our money and the choices available to us.

There is no shortage of information. The harder part is deciding what deserves your attention. The newsletter is my attempt to do some of that filtering for you, bringing together useful financial thinking with broader ideas about how we use our time, our money and the choices available to us.

No predictions.

No predictions.

No predictions.

No need to keep up with it every day.

No need to keep up with it every day.

No need to keep up with it every day.

Just one considered collection each month.

Just one considered collection each month.

Just one considered collection each month.

JOIN THE NEWSLETTER

Delivered once a month.

Delivered once a month.

Delivered once a month.

If that sounds useful, leave your details below and I’ll send you the next edition.

If that sounds useful, leave your details below and I’ll send you the next edition.

If that sounds useful, leave your details below and I’ll send you the next edition.

No daily emails. No constant market commentary. Unsubscribe whenever you like.

No daily emails. No constant market commentary. Unsubscribe whenever you like.

Good information should give you perspective, not more to keep up with.

Good information should give you perspective,

not more to keep up with.

Good information should give you perspective,

not more to keep up with.

Wealth Transfer Specialist Ltd is an Appointed Representative of ValidPath Limited which is authorised and regulated by the Financial Conduct Authority, Firm Reference Number 197107.

Wealth Transfer Specialist Ltd is registered in England and Wales, company number 15940667.

Registered address: 24 Picton House, Hussar Court, Waterlooville, Hampshire, England, PO7 7SQ.

 

Wealth Transfer Specialist Ltd - FCA Number 1056875

© 2026 Wealth Transfer Specialist. All rights reserved.

Wealth Transfer Specialist Ltd is an Appointed Representative of ValidPath Limited which is authorised and regulated by the Financial Conduct Authority, Firm Reference Number 197107.

Wealth Transfer Specialist Ltd is registered in England and Wales, company number 15940667.

Registered address: 24 Picton House, Hussar Court, Waterlooville, Hampshire, England, PO7 7SQ.

 

Wealth Transfer Specialist Ltd - FCA Number 1056875

© 2026 Wealth Transfer Specialist. All rights reserved.