Tag Archives: Maidenhead

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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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 →

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Beware of the Dog – the importance of monitoring funds regularly

Posted on August 9, 2012 by gileswarren

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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Investment Advice Windsor

Posted on November 14, 2011 by gileswarren

I am constantly asked “whats the best investment” and “where do you put your money” by my clients – however it should always be based around how much risk my client is prepared to take.  How do we work this … Continue reading →

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