Tag Archives: State Pension Scheme Windsor Berkshire

Pension Drawdown Freedom – Windsor

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 , , , , , | Leave a comment

Buildings & Contents insurance on flood plain – Windsor

My house is on the Flood Plain in Windsor and I thought I would ring around to get some comparisons for Buildings and Contents insurance.  In many cases it is difficult to get Home and Contents Insurance if you are … Continue reading

Posted in Buildings & Contents, Uncategorized | Tagged , , | Leave a comment

Understanding Active vs Passive Strategies – Windsor

The debate about whether a passive or an active investment strategy produces a better return for investors is one that has rumbled amongst financial planners for as long as passive strategies have been in existence. For you as a client, … Continue reading

Image | Posted on by | Tagged , , , , , | Leave a comment

Are you giving the Tax man lots of money?

Although, 38% of the nation thinks they’d be confident in sorting out their tax planning without help of professional advice, unbiased.co.uk’s research shows that three out of four (77%) Brits admit they haven’t done anything in the past 12 months to cut … Continue reading

Posted in Financial Planning, Investment Advice Windsor, Pensions Advice - Windsor, Uncategorized | Tagged , , , , , | Leave a comment

Financial Planning for the end of tax year – Windsor

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 , , , , , , , , , , | Leave a comment

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

Posted in Financial Planning, Pensions Advice - Windsor | Tagged , , , , , , , , , , | 1 Comment

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

Posted in Investment Advice Windsor | Tagged , , , , , , , | Leave a comment