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Leaving money to charity in your will
Remember A Charity in your Will Week 2018 is underway and a good reminder to take action if leaving money […]
Julia Docker
Sep 13, 20183 min read
British Airways data breach could spark fraud attempts
Another day, another data breach. The latest victim of a malicious hack is British Airways, resulting in the exposure of […]
Julia Docker
Sep 7, 20182 min read
Investing beats cash over the longer-term, again
Should you invest your money to achieve long-term financial goals or keep the money safely in cash? It’s a common […]
Julia Docker
Sep 6, 20183 min read
This one financial trick can make you happier
Does saving money make you happy? There have been plenty of debates about the links between money and happiness. Some […]
Julia Docker
Aug 24, 20182 min read
Life milestones delayed for Peter Pan generation
When we think of a typical life, several important financial milestones come to mind. Getting married, buying a home, having […]
Julia Docker
Aug 10, 20183 min read
Why the life expectancy slowdown is important for your financial planning
A life expectancy slowdown has important implications for retirement and financial planning, with the UK at the bottom of an international league table.
Julia Docker
Aug 8, 20183 min read
Bank of England raises interest rates to 0.75%
Following months of speculation, the Bank of England has finally put up interest rates. Its Monetary Policy Committee voted unanimously […]
Julia Docker
Aug 2, 20184 min read
What to do if you get scam messages from HMRC
We all know how important it is to stay safe online. Fraudsters are becoming increasingly sophisticated in their attempts to […]
Julia Docker
Jul 13, 20183 min read


Victoria becomes a Chartered Financial Planner
We are delighted to announce that Victoria McNulty has become a Chartered Financial Planner. Victoria joined our paraplanning team in […]
Julia Docker
Jun 25, 20181 min read
Interest rates on hold in May, as expected
The Bank of England have kept interest rates on hold at 0.5% at their latest Monetary Policy Committee (MPC) meeting. […]
Julia Docker
May 10, 20184 min read
Scrap inheritance tax and replace it with this?
In this world nothing can be said to be certain, except death and taxes. Inheritance tax of course combines the […]
Julia Docker
May 3, 20183 min read
Interest rate pressure declines
Interest rate pressure declines as the headline rate of price inflation, the Consumer Prices Index (CPI), has fallen to 2.5% […]
Julia Docker
Apr 19, 20182 min read
Over a quarter of a million pounds in equity
How much has your house made you? It’s an interesting question, with varying answers depending on when and where you […]
Julia Docker
Apr 4, 20183 min read
Running out of money
One of the biggest financial fears expressed by clients is running out of money before running out of life. After […]
Julia Docker
Mar 30, 20184 min read


Enjoying retirement
When clients meet with me to discuss their plans for retirement, the conversations usually centre around money. This is perhaps […]
Julia Docker
Mar 29, 20183 min read


Living life to the full
Mark and Liz Hiller live in Reigate, Surrey and have been clients of Informed Choice for 4 years. I went […]
Julia Docker
Mar 28, 20187 min read
A plan to improve women’s financial resilience
It’s International Women’s Day and the financial services profession has been busy putting its best foot forward when it comes […]
Julia Docker
Mar 8, 20183 min read
Financially incompatible relationship
Are you in a financially incompatible relationship? Some new research from Scottish Widows has found that one in five Brits […]
Julia Docker
Feb 12, 20182 min read
How other people spend their money
One of the privileges of being a Financial Planner is getting to see how other people spend their money. Part […]
Julia Docker
Jan 26, 20183 min read


Budget for an extra tax payment
With the tax return deadline of 31st January fast approaching, newcomers to Self-Assessment are being warned to budget for an […]
Julia Docker
Jan 17, 20183 min read
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