Financial To-Do List: 10 Things to Consider

July 24, 2013

Summer holidays – With the distractions of work slightly subdued it can be a time to review your financial ‘To Do’ list. In this article we offer ten things you might want to consider:

“You Have to Be in Gold”

June 30, 2013

“All of us could benefit by examining our inclination to invest with our hearts rather than our heads – especially when it comes to gold.”

The Art of Letting Go

May 28, 2013

In many areas of life, intense activity and constant monitoring of results represent the path to success. In investment, that approach gets turned on its head.

Getting into the Financial Planning Habit

May 15, 2013

Some brief insights from ‘The Power of Habit’ by Charles Duhigg, on how introducing the right habits could have a significant impact on a person’s financial success.

The Value of Protection

March 2, 2013

There are a number of different Protection Policies available and we believe that several merit considering as part of an overall Protection Planning strategy.

Income Drawdown – Looking for Income in Difficult Times

February 6, 2013

In December’s Autumn Statement, the Chancellor announced that the maximum level of income for those with a Self Invested Personal Pension (SIPP) in Capped Income Drawdown will increase from 100% to 120% of the Government Actuaries Department (GAD) rate. This change is to be introduced from 26 March 2013.