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

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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

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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

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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

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