by Mollie Wilcox | Nov 9, 2025 | Uncategorized
The Power of Influence: Unlock Growth Through Generations, Motivation & Referrals WAY Trustees are heading to Birmingham! We’re really looking forward to attending The Financial Planning Club’s upcoming event — “The Power of Influence: Unlock Growth Through...
by Mollie Wilcox | Nov 3, 2025 | Uncategorized
📣 Join us at the STEP UK Tax, Trusts and Estates Conference 📅 28th November 2025 📍 Convene 133 Houndsditch Who can attend? Trust and Estate Practitioners, this event covers everything trust and estate practitioners need to know from developments in wills and probate...
by Mollie Wilcox | Oct 30, 2025 | Brompton, News
Quarterly review for WAY investors – October 2025 Global equities and bonds rose 9.66% and 2.40% in sterling respectively over the third quarter of 2025 as the US Federal Reserve cut its policy interest rate for the first time in 2025. Bankruptcies in the US private...
by Mollie Wilcox | Oct 9, 2025 | Watch again
The Financial Planning Club Podcast – The Process Behind Powerful Planning In this episode of The Financial Planning Club Podcast, Lewis is joined by Mark Wintle, Business Development Manager at WAY Trustees, award-winning estate planner, and former IFA with...
by Mollie Wilcox | Jul 23, 2025 | Brompton, News
Quarterly review for WAY investors – July 2025 Global equities rose 5.20% in sterling over the second quarter of 2025, led higher by US technology stocks, which recovered 16.06% having been weak in the first quarter. Donald Trump put punitive tariff proposals on hold...
