Tag Archives: Financial Adviser

The New Help to Buy ISA – Windsor

Posted on April 15, 2015 by gileswarren

During the 2015 Budget announcement, the Chancellor, George Osborne revealed a new type of ISA, to be made available to the public in the Autumn of this year. The Help to Buy ISA is sure to be of interest to … Continue reading →

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Buildings & Contents insurance on flood plain – Windsor

Posted on September 23, 2014 by gileswarren

My house is on the Flood Plain in Windsor and I thought I would ring around to get some comparisons for Buildings and Contents insurance.  In many cases it is difficult to get Home and Contents Insurance if you are … Continue reading →

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Difference between Flexible and Capped Drawdown Pensions – Windsor

Posted on June 12, 2013 by gileswarren

At retirement you have the option to move into Income Drawdown, rather than take an annuity.  Drawdown is where your pension fund is still invested, however you are able to take an income from it at the same time.  This … Continue reading →

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Financial Planning for the end of tax year – Windsor

Posted on March 7, 2013 by gileswarren

The nights are finally starting to get a little lighter – maybe we can start looking forward to Spring after all. In financial services, Spring means two things; the Budget (on March 20th this year) and the end of the … Continue reading →

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Annuity and your health – Windsor

Posted on August 31, 2012 by gileswarren

According to MGM Advantage, in a study conducted by Research Plus with 2,086 UK adults aged 55+ (published in December 2011), 60% of people aged 55 and over have received medical treatment for conditions which would qualify them for an … Continue reading →

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June market commentary

Posted on July 3, 2012 by gileswarren

 There’s an old stock market adage which says “Sell in May and go away.” This year, “Sell before May and go as far away as possible” might have been more appropriate, as world stock markets tumbled throughout the month. Only … Continue reading →

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Budget 2012 Snapshot from Giles Warren Financial Ltd

Posted on March 22, 2012 by gileswarren

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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