top of page
Economic recovery in Britain is faltering
Economic recovery in Britain is faltering, and the Bank of England should step up spending, instead of opting for negative […]
Julia Docker
Oct 20, 20202 min read
Watch this before you take advice from Fortune, Freedom & Farage
He’s taken on the political establishment and (some would claim) won. He’s taken on the media establishment and made a […]
Julia Docker
Oct 10, 20203 min read
Suits you, sir!
One of the critical factors for a successful relationship between a Financial Planner and their client is a constant focus […]
Julia Docker
Oct 6, 20203 min read
How will the retired be affected by the coming recession?
In my last blog post, I advised that the impact of the recession, if and when it takes place, will […]
Julia Docker
Oct 5, 20204 min read
How will you be affected by the coming recession?
Our job as Financial Planners is not to make economic predictions, but to help our clients adapt their Financial Plans […]
Julia Docker
Oct 1, 20203 min read
How to pay tax like Trump
The New York Times has published a series of shocking revelations about the amount of tax (or lack of it) […]
Julia Docker
Sep 29, 20203 min read
Should Legacy Goals Be Part of Your Retirement Plan?
Some of us want to leave a specific amount of money to our loved ones during our lifetimes. Others want […]
Julia Docker
Sep 28, 20203 min read
New Jobs Support Scheme
The Chancellor Rishi Sunak has announced details of a New Jobs Support Scheme, along with a series of other measures […]
Julia Docker
Sep 24, 20202 min read
Savage interest rate cuts for NS&I savers
In a move described by some commentators as ‘savage’, National Savings & Investments (NS&I) has slashed interest rates across its […]
Julia Docker
Sep 23, 20203 min read
The 4% rule is no more!
It has ceased to be! It has expired and gone to meet its maker! Unlike Monty Python’s more famous and […]
Julia Docker
Sep 23, 20203 min read
How much lower can interest rates go?
National Savings & Investments has announced that it is reducing the interest rates payable on its savings products from 24th […]
Julia Docker
Sep 22, 20202 min read
Student debt – still expensive, but cheaper than it was
The rate of interest payable on student debt will fall in September, down from the current rate of 5.4% to […]
Julia Docker
Aug 7, 20201 min read
Building Financial Resilience. What isn’t an Emergency?
In my last few posts, I’ve been looking at emergency funds – how much you should put aside for emergencies, […]
Julia Docker
Jul 30, 20202 min read
Time is more valuable than money
There’s this common misconception that wealth is all about money. It’s not. A far more important factor is time. In […]
Julia Docker
Jul 28, 20204 min read
Are your finances prepared for a recession?
In his Summer Statement, the Chancellor announced how he intends to minimise the economic consequences of the expected recession. Should […]
Julia Docker
Jul 9, 20203 min read
Emergency fund building and rebuilding
In my last post, I wrote about how much you should save up for emergencies, which should take account of: […]
Julia Docker
Jul 7, 20203 min read
How much should you set aside for financial emergencies?
As a nation, our financial resilience has been put to the test over the last few months. Fortunately, for many […]
Julia Docker
Jun 29, 20204 min read
Have we given up on financial education?
It was sad to learn this week that magazines Money Observer and Moneywise will close next month, after a combined […]
Julia Docker
Jun 18, 20202 min read
Paying for Covid-19
Around the world, central banks and governments have taken decisive action in an attempt to minimize the economic effects of […]
Julia Docker
Jun 17, 20203 min read
How the taxman helps you to help your family in these difficult times
In my last couple of blog posts, I have looked at how you can give financial assistance to your children […]
Julia Docker
May 5, 20204 min read
bottom of page
