Tag Archives: Windsor

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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Investment Advice Windsor

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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Pensions advice – Flexible Drawdown from Windsor

I am sat in my office in Windsor, Berkshire studying for my next exam (J05) and reviewing the new Capped and Flexible Drawdown pension changes.  Capped as you might know prevents a client taking out an income that they might … Continue reading

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