Category Archives: Financial Planning

A Week’s View to Friday 31st January 2014

A Week’s View to Friday 31st Jan 2014  

Posted in Camberley Care Fees Funding Advice Services, Care Fees, Care Plan, Economic Reports and Forecasts, Economics, Economics Central Bank and Treasury, Immediate Care Fees Funding Advice, Independent Financial Advice, Later Life Adviser, Long Term Care Fees Planning and Funding Advice, Market Numbers, Markets, Tax Advice and Administration | Tagged , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , ,

Market Numbers: 7 Days to Friday 22nd November 2013

Market Numbers: Over The Past Week: Snapshot View of the Markets: Below are closing numbers as at Friday 22nd November 2013. For more discussion about how the financial markets may affect your own personal or business financial situation, protection, pensions or investments, why … Continue reading

Posted in Business Financial Planning, Chartered Financial Planner, Economics, Financial Planning, Independent Financial Advice, Investments, Markets, Pensions, Retirement

Market Numbers: 7 Days to Friday 15th November 2013

Market Numbers: Over The Past Week: Snapshot View of the Markets: Below are closing numbers as at Friday 15th November 2013. For more discussion about how the financial markets may affect your own personal or business financial situation, protection, pensions or investments, why … Continue reading

Posted in Business Financial Planning, Chartered Financial Planner, Economics, Financial Planning, Independent Financial Advice, Investments, Markets, Pensions, Retirement

Market Numbers: 7 Days to Friday 8th November 2013

Market Numbers: Over The Past Week: Snapshot View of the Markets: Below are closing numbers as at Friday 8th November 2013. For more discussion about how the financial markets may affect your own personal or business financial situation, protection, pensions or investments, why … Continue reading

Posted in Business Financial Planning, Chartered Financial Planner, Economics, Financial Planning, Independent Financial Advice, Investments, Markets, Pensions, Retirement

VIEWPOINT: The Fat Cats of Fat – how do you eat yours?… plus 7 Days to Friday 1st November 2013

VIEWPOINT: The Fat Cats of Fat – how do you eat yours? And AGAIN there has been a lot of noise in the press, other media and on TV about the pledges, promises and protestations about simply how MUCH our friends in … Continue reading

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VIEWPOINT: Have you got the Energy?… plus 7 Days to Friday 25th October 2013

VIEWPOINT: Have you got the Energy? There has been a lot of noise in the press, other media and on TV about the recent deals done by the UK Government with EDF (French Nuclear Power Plant Construction) and China (investment) and also about the … Continue reading

Posted in Business Financial Planning, Chartered Financial Planner, Economics, Financial Planning, Independent Financial Advice, Investments, Markets, Pensions, Retirement | Tagged , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , ,

ViewPoint: A Question of Trust; The Permanence of Change; 7 Days to Friday 18th October 2013

ViewPoint: A Question of Trust; The Permanence of Change; 7 Days to Friday 18th October 2013. Regarding Inheritance Tax as well as Tax in general: There have been a number of cases where aggressive and even fairly low key mitigation schemes … Continue reading

Posted in Business Financial Planning, Chartered Financial Planner, Economics, Financial Planning, Independent Financial Advice, Investments, Markets, Pensions, Retirement

ViewPoint: Very Long Investment, Pensions and Retirement; plus 7 Days to Friday 11th October 2013

ViewPoint: Very Long Investment, Pensions and Retirement: If you are not sure if you are putting enough aside for retirement, or even if you think you are – is important to get all this reviewed. Many people do not regularly check … Continue reading

Posted in Business Financial Planning, Chartered Financial Planner, Economics, Financial Planning, Independent Financial Advice, Investments, Markets, Pensions, Retirement

Capital Eyes On The Market: 7 Days to Friday 4th October 2013

ViewPoint: PENSIONS, AGAIN!        Last Week I discussed the apparent lack of interest people seem to have in making a serious commitment to saving for retirement. I have left last week’s comment below so you don’t have to go back and … Continue reading

Posted in Business Financial Planning, Chartered Financial Planner, Economics, Financial Planning, Independent Financial Advice, Investments, Markets, Pensions, Retirement | Tagged , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , ,

“En Le Marque!” Market Numbers: Friday 27th September 2013

ViewPoint:    Listening to the radio today, Saturday 28th September 2013 I heard a phoned-in comment about how care fees (for an elderly lady suffering from arthritis who had to move into a residential care home) now came to £3000 per month … Continue reading

Posted in Business Financial Planning, Chartered Financial Planner, Economics, Financial Planning, Independent Financial Advice, Investments, Markets, Pensions, Retirement | Tagged , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , ,

“En Le Marque!” Market Numbers: Friday 20th September 2013

ViewPoint: Is it time for the government to reconsider the rules which form a brick wall to thousands of pension investors who cannot take higher incomes from their retirement funds? 15 year Gilt Yields have rebounded in recent months (see Market Numbers” below) – yes … Continue reading

Posted in Business Financial Planning, Chartered Financial Planner, Economics, Financial Planning, Independent Financial Advice, Investments, Markets, Pensions, Retirement | Tagged , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , ,