Tag Archives: Windsor IFA

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

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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

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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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Budget 2012 Snapshot from Giles Warren Financial Ltd

Here are some of the changes in the March 2012 Budget Income Taxes Additional rate reduced to 45% from April 2013 Personal Income Tax allowance increased to £9,205 from April 2013 No changes to pension tax relief Personal tax statement … 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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