-
Recent Posts
Archives
- May 2022
- May 2021
- December 2020
- September 2020
- June 2020
- February 2020
- November 2019
- October 2019
- September 2019
- July 2019
- June 2019
- May 2019
- March 2019
- January 2019
- December 2018
- November 2018
- March 2017
- December 2015
- April 2015
- November 2014
- September 2014
- February 2014
- November 2013
- August 2013
- June 2013
- March 2013
- September 2012
- August 2012
- July 2012
- June 2012
- March 2012
- November 2011
- September 2011
- August 2011
- March 2011
- July 2005
Categories
Meta
Services
- accounts
- Advice
- Annual Allowance
- Annuity
- auto enrolment
- Berkshire
- Budget
- Company Pensions
- Complulsory Pensions
- Drawdown
- emigrating
- Exam
- Financial Adviser
- Financial Planning
- Financial Services
- Good Performance
- IFA
- IFA windsor
- Independent
- Investment
- Investment Performance
- J04
- Maidenhead
- moving to US
- NEST
- New Years Resolution
- Pension
- Pension Planning Windsor
- pensions
- retirement
- retirement advice
- self-employed
- SIPPs
- State Pension Scheme Windsor Berkshire
- Tax help windsor
- Windsor
- Windsor IFA
Tag Archives: Financial Planning
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
June market commentary
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
Auto Enrolment Pensions in Windsor
What is auto enrolment? Well work place pensions are due to change in October of this year and employers and employees will have to be offered contributory Work Place pension scheme – that’s right HAVE to! It’s no longer any good to have a template … Continue reading
Posted in Auto Enrolment Windsor
Tagged auto enrolment, Company Pensions, Financial Planning, Financial Services, IFA, Pension, Windsor
Leave a comment
J04 in the bag!!
This is to update my blog with the fact that I passed my J04 exam that I took in April. I found out just before we went on holiday to Menorca and it was great!!! A years hard work paid … Continue reading
Posted in Pensions Advice - Windsor
Tagged Exam, Financial Planning, Financial Services, J04, Windsor IFA
Leave a comment