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Are you comfortable with your pension?
At what level are you comfortable with your pension savings? According to a new report, those seeking a comfortable lifestyle […]
Julia Docker
May 20, 20142 min read


60% income tax loophole
How much income tax do you actually pay? Unless you’re a former boy band member, ex-radio breakfast show host or […]
Julia Docker
May 14, 20142 min read


You only die once
I hope it comes as a shock to nobody reading this that, inevitably, you are going to die. Death is […]
Julia Docker
May 12, 20142 min read


How to overcome this small business owner challenge
When speaking to small business owners, one challenge is often raised, something along the lines of: “At some point I […]
Julia Docker
May 11, 20143 min read


Freedom from worry and the first novel
Many of the financial dreams, articulated to us by the people who spoke to us at Spring into Cranleigh at […]
Julia Docker
May 6, 20142 min read


Controlling rising house prices
Should the government intervene to control rising house prices? According to the Organisation for Economic Co-operation and Development (OECD), the […]
Julia Docker
May 6, 20142 min read


Spring into Cranleigh Financial Dreams & Wishes
On Saturday we had a wonderful day at Spring into Cranleigh. Over 120 Cranleigh residents accepted a gift from us […]
Julia Docker
May 5, 20142 min read


E is for Expertise
Part of the divorce process is for both the Petitioner and Respondent to provide full financial details to the court. […]
Julia Docker
Apr 28, 20141 min read


Avoid this £45,000 telephone fraud
Our local paper, the Surrey Advertiser, carries a very sad tale this week of a retired couple who have been […]
Julia Docker
Apr 14, 20142 min read


Information, guidance and advice
The Chancellor announced in his Budget a plan that would allow everyone with a “money purchase” pension plan coming up […]
Julia Docker
Apr 9, 20142 min read


How should I invest my money? Don’t.
Twice in the last week I have delivered some advice that in many people’s minds goes against what they expect […]
Julia Docker
Apr 3, 20142 min read


Budget 2014 Live Blog
The Chancellor delivers his fifth Budget on Wednesday 19th March 2014 and our live blog is the place for news […]
Julia Docker
Mar 19, 20145 min read


Free childcare allowance: Budget 2014
With a little over 24 hours until the Budget 2014, various news sources have revealed ministers are set to announce […]
Julia Docker
Mar 18, 20142 min read


Inflation erodes cash
Cash might be king, but because of the way inflation erodes cash, it makes a really bad choice of home […]
Julia Docker
Mar 18, 20142 min read


What’s in your inflation basket?
The Office for National Statistics (ONS) has updated the contents of its inflation basket, used to calculate price inflation for […]
Julia Docker
Mar 15, 20142 min read


Budget predictions
Several journalists have called me this week asking for our Budget predictions, ahead of the Chancellor of the Exchequer delivering […]
Julia Docker
Mar 13, 20142 min read


Baby Boomers reach retirement
Something rather special is happening over the next twenty years, as Baby Boomers reach retirement age. This year sees the […]
Julia Docker
Mar 12, 20142 min read


5 years of low interest rates
Today marks 5 years of low interest rates, following the Bank of England slashing the Bank Rate to 0.5% on […]
Julia Docker
Mar 5, 20142 min read


Paying more for childcare costs than the mortgage
Children are expensive creatures. As lovely and rewarding as it is being a parent, there is no escaping the often […]
Julia Docker
Mar 4, 20141 min read


We need to talk about death
Death and dying remains a taboo subject. As Financial Planners, we often have to discuss this morbid topic with our […]
Julia Docker
Mar 3, 20141 min read
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