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German car brands & your Financial Planning
I’m a BMW driver. Please don’t hate me. With that minor confession (and request) out of the way, it was […]
Julia Docker
Aug 13, 20152 min read


£71.54 a week in spare cash will make you happy
The happiest people in Britain have £71.54 a week in spare cash, according to new research. The Cash Happy study […]
Julia Docker
Aug 12, 20152 min read


Relying on inheritance windfalls
Are you relying on an inheritance to secure your financial future? If you are, you’re not alone. New research suggests […]
Julia Docker
Aug 11, 20152 min read


How to save £450,000 off the price of a house
House prices here in Cranleigh are pretty high, relative to the national average. The GU6 postcode area, which includes Cranleigh […]
Julia Docker
Aug 3, 20152 min read


Modern life is rubbish
How much ‘fun’ do you have? It’s easy to conclude that modern life is fairly rubbish or at least dull, […]
Julia Docker
Jul 28, 20151 min read


Return of noflation
Noflation is back in the UK, with the announcement that the official rate of price inflation has fallen once again […]
Julia Docker
Jul 14, 20152 min read


Do your children worry about money?
Do your children worry about money? Some new research from Halifax has found that many children admit they have worried […]
Julia Docker
Jul 14, 20152 min read


Summer Budget 2015 & Inheritance Tax
We already knew about the inheritance tax changes announced in the Summer Budget, as they featured in the Conservative election […]
Julia Docker
Jul 9, 20152 min read


10 things parents should know about tax-free childcare
A big announcement last March was the extension of tax-free childcare by £2,000 per child and for all children under 12. […]
Julia Docker
Jul 9, 20153 min read


Summer Budget 2015 Briefing Note
Following the Summer Budget at lunchtime today, we have produced a free briefing note summarising the main personal financial planning […]
Julia Docker
Jul 8, 20151 min read


Live Blog – Summer Budget 2015
George Osborne will be presenting his Summer Budget to the House of Commons on Wednesday 8th July 2015. In our […]
Julia Docker
Jul 6, 20153 min read
Jam tomorrow & emergency Budget support
“The rule is, jam to-morrow and jam yesterday – but never jam to-day.” So said the White Queen to Alice […]
Julia Docker
Jul 1, 20152 min read


Giving children a helping hand onto the property ladder
A goal we often hear from our clients when constructing their Financial Plans is giving children a helping hand onto […]
Julia Docker
Jun 17, 20152 min read


How much will you spend on attending weddings this year?
Wedding season is nearly upon us. Becky and I spent some time on Saturday afternoon choosing wedding rings ahead of […]
Julia Docker
Jun 15, 20152 min read


Will you still be alive in five years?
A headline caught my attention in the Times yesterday. “Will you still be alive in five years? – Take the […]
Julia Docker
Jun 5, 20151 min read


You can’t always choose your retirement age
We are often told of the need to retire later, work longer. But you can’t always choose your retirement age, […]
Julia Docker
Jun 4, 20152 min read


How much pocket money do your children get?
We don’t give our kids any pocket money, at least not yet. Megan (8), Lottie (6, turning 7 tomorrow) and Ryan […]
Julia Docker
Jun 1, 20152 min read


Premium Bonds maximum investment increased to £50,000
There’s some good news for savers from ERNIE, as the Premium Bonds maximum investment is increased from £40,000 to £50,000 from […]
Julia Docker
May 31, 20152 min read


Queen’s Speech 2015 & Your Personal Finances
The first Conservative Queen’s Speech in nearly 20 years featured proposals for various personal finance measures. Perhaps the most important […]
Julia Docker
May 27, 20152 min read


When is your Income Independence Day?
When is your Income Independence Day? According to new research from Halifax, Friday 22nd was the day in the month of […]
Julia Docker
May 24, 20152 min read
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