Tag Archives: Financial Services

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 →

Posted in Investment Advice Windsor | Tagged Financial Adviser, Financial Services, Investment, Investment Performance, Windsor IFA | Leave a comment

Pension Drawdown Freedom – Windsor

Posted on April 15, 2015 by gileswarren

The new pension freedoms are great news for savers, with more flexibility and options for retirement now available. However, the freedoms also come with a level of risk, particularly for that first wave of savers looking to exercise their new … Continue reading →

Posted in Auto Enrolment Windsor, Pensions Advice - Windsor | Tagged Financial Planning, Financial Services, Independent, State Pension Scheme Windsor Berkshire, Windsor, Windsor IFA | Leave a comment

Auto Enrolment Pensions – Windsor

Posted on August 14, 2013 by gileswarren

What is auto enrolment? Work place pensions changed in October 2012 for employers because employees now have to be offered contributory Work Place pension scheme – that’s right HAVE to! It’s no longer any good to have a template Stakeholder that nobody joins or to … Continue reading →

Posted in Auto Enrolment Windsor | Tagged auto enrolment, Company Pensions, Financial Planning, Financial Services, IFA, Pension, Windsor | Leave a comment

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 →

Posted in Financial Planning, Investment Advice Windsor, Pensions Advice - Windsor | Tagged Complulsory Pensions, Drawdown, Financial Adviser, Financial Planning, Financial Services, Good Performance, IFA, Independent, Investment Performance, Maidenhead, Windsor, Windsor IFA | Leave a comment

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 →

Posted in Financial Planning, Pensions Advice - Windsor | Tagged Budget, Financial Adviser, Financial Services, Good Performance, IFA, Independent, Investment, Maidenhead, State Pension Scheme Windsor Berkshire, Windsor, Windsor IFA | Leave a comment

Financial Planning – Windsor

Posted on March 7, 2013 by gileswarren

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 Advice, Annuity, Budget, Complulsory Pensions, Drawdown, Financial Planning, Financial Services, Good Performance, IFA, Independent, Windsor, Windsor IFA | Leave a comment

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

Posted on September 11, 2012 by gileswarren

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 Advice, Annuity, Company Pensions, Complulsory Pensions, Drawdown, Financial Planning, Financial Services, Maidenhead, Pension, State Pension Scheme Windsor Berkshire, Windsor IFA | 1 Comment

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 →

Posted in Pensions Advice - Windsor | Tagged Advice, Annuity, Drawdown, Financial Adviser, Financial Planning, Financial Services, IFA | Leave a comment

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 →

Posted in Investment Advice Windsor | Tagged Financial Adviser, Financial Planning, Financial Services, Good Performance, Investment, State Pension Scheme Windsor Berkshire, Windsor, Windsor IFA | Leave a comment

Auto Enrolment Pensions in Windsor

Posted on March 20, 2012 by gileswarren

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