Tag 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

Posted in Financial Planning, Investment Advice Windsor, Pensions Advice - Windsor | Tagged , , , , , , , , , , , | Leave a comment

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

Posted in Financial Planning, Pensions Advice - Windsor | Tagged , , , , , , , , , , | 1 Comment

Annuity and your health – Windsor

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

Posted in Pensions Advice - Windsor | Tagged , , , , , , | Leave a comment

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

Posted in Financial Planning, Investment Advice Windsor, Pensions Advice - Windsor | Tagged , , , , , , , | Leave a comment

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

Posted in Investment Advice Windsor | Tagged , , , , , , , | Leave a comment

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 , , , , , , | 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 , , , , | Leave a comment