top of page
Further transition to a Financial Plan
Following on from part one of my blog post last week, I’m continuing our look at life’s transition points. These […]
Julia Docker
Jan 15, 20193 min read
Always consider the alternatives
I had a great meeting on Tuesday morning with a lovely retired couple. They came to see me at the […]
Julia Docker
Jan 10, 20192 min read
Transition to a Financial Plan
Financial Planning is a process that adds real value to a person’s life when they are at a transitional stage […]
Julia Docker
Jan 8, 20193 min read
Are you an Informed Choice client?
Are you one of our clients here at Informed Choice? We would know if you were and so would you […]
Julia Docker
Jan 4, 20192 min read
Return on life or return on investments?
I attended a conference in the middle of 2018 on the subject of the future of Financial Planning. I know […]
Julia Docker
Jan 3, 20192 min read
Wealth tax reforms could result in an extra £7bn a year of taxation
Death and taxes. The only two things said to be certain in life. As the country moves ever closer towards […]
Julia Docker
Jan 3, 20194 min read
Falling off a cliff edge
One of the delights of doing this job is to demonstrate to certain clients that they simply have enough. They […]
Julia Docker
Jan 2, 20192 min read
Financial planning is all about you
In order to prepare your financial plan we need to gather an enormous amount of data. In fact we are […]
Julia Docker
Dec 27, 20182 min read
Two ways to lose when investment markets fall
Market timing is an important issue when it comes to investor behaviour. Despite evidence to the contrary, there’s often a […]
Julia Docker
Dec 20, 20182 min read
Where is your favourite holiday destination?
Where is your favourite holiday destination? I’m a big fan of short breaks in the UK with Dorset and East […]
Julia Docker
Dec 18, 20182 min read
The Retirement Rule of Thumb and What’s Wrong With It
We all know the formula E=MC2, but few of us can explain Einstein’s General Theory of Relativity. You’ll be pleased […]
Julia Docker
Dec 10, 20184 min read
This Christmas, Start a Family Tradition of Charitable Giving
Everyone knows that Christmas is the season of giving. But with all the emphasis on presents, parties and festive fun, […]
Julia Docker
Dec 6, 20183 min read
How to improve your personal well-being
How has your personal well-being changed over the course of the past year? It’s arguably a difficult thing to measure. […]
Julia Docker
Nov 28, 20182 min read
Budget 2018 Briefing Note from Informed Choice
Following the Budget this afternoon, Martin has produced a free briefing note for our clients and professional contacts. Within this […]
Julia Docker
Oct 29, 20181 min read
Guildford is the inheritance tax capital of the UK
Guildford is well known for a lot of things, including its Saxon roots, cobbled High Street and Lido swimming pool. […]
Julia Docker
Oct 24, 20183 min read
Shelley talking about inheritance tax planning
Informed Choice financial planning director Shelley McCarthy presented a seminar this morning on the subject of inheritance tax planning. We […]
Julia Docker
Oct 12, 20181 min read
To transfer your pension pot…or not
Each week we’re contacted by people with a burning financial question; should I transfer my defined benefits pension plan, or […]
Julia Docker
Sep 27, 20184 min read
Millennials at the bottom of the financial mountain
Born in the autumn following Euro 96, only leaving full time education in 2015 and largely dodging the minefield of […]
Julia Docker
Sep 26, 20182 min read
Reasons you need to make a will
Making a will doesn’t mean you are going to die! A large number of adults have not made valid wills […]
Julia Docker
Sep 25, 20183 min read
Extraordinarily lucky
This feature – Extraordinarily lucky – first appeared in the September 2018 edition of Informed magazine One part of my […]
Julia Docker
Sep 24, 20185 min read
bottom of page