Category Archives: Financial Planning

Financial Planning – Windsor

Clearly the average client’s planning needs are completely different in their twenties to their fifties and, while it’s true to say there’s no such thing as an ‘average’ client, this short guide will hopefully help to set most people on … Continue reading

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9 financial planning steps you should take in the 5 years before you retire – Windsor

For most of us, it’s simple. Go to work every month, get paid, have a look at the pension deduction on your wage slip. Once a year you receive a pension update that you don’t really understand. Oh well, pop … Continue reading

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Beware of the Dog – the importance of monitoring funds regularly

If you watch the money programmes on TV or read the financial pages of the newspapers, you might have come across the term ‘dog fund.’ What does the term mean? And why is it so important to the ordinary investor? … Continue reading

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Gender Directive and what it means to Life Cover & Critical Illness – Windsor

 The UK have had orders from Brussels which will mean that insurers will no longer be able to dual price their life cover as from 21st December 2012.  In the UK the cost of life cover is cheaper for women than … Continue reading

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Budget 2012 Snapshot from Giles Warren Financial Ltd

Here are some of the changes in the March 2012 Budget Income Taxes Additional rate reduced to 45% from April 2013 Personal Income Tax allowance increased to £9,205 from April 2013 No changes to pension tax relief Personal tax statement … Continue reading

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