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Avoiding hidden retirement dangers
Retirement should be an enjoyable period of life, but financial worries often mean retirees are concerned about avoiding hidden retirement […]
Julia Docker
Jan 13, 20183 min read
Top Money Moments in 2017
It’s been another busy year in the world of personal financial planning. In this short video, I share my top […]
Julia Docker
Dec 20, 20174 min read
Price inflation rises to 3.1%
Price inflation is in the news again today, with the Consumer Prices Index (CPI) measure of inflation rising to 3.1% […]
Julia Docker
Dec 12, 20172 min read
Imposing fiscal constraints on spending habits
One of our clients made an interesting comment earlier this week about the benefit of a Financial Plan for imposing […]
Julia Docker
Nov 30, 20172 min read


Here’s what you need to know about the autumn Budget
Following the Budget at lunchtime today, Martin has produced a free briefing note for our clients and professional contacts. Within […]
Julia Docker
Nov 22, 20172 min read
Some thoughts on the interest rate rise
The decision by the Bank of England to put up interest rates on Thursday has resulted in a lot of […]
Julia Docker
Nov 5, 201711 min read
Why is housing market confidence slipping away?
I was having a chat the other evening with the sales manager of a new housing development in our village. […]
Julia Docker
Oct 27, 20174 min read
Aggressively masculine financial services
I was interested to read an article last week reporting that women find financial services ‘aggressively masculine’. This was according […]
Julia Docker
Oct 16, 20172 min read
We need to talk about inheritance
There are lots of important financial subjects that families needs to discuss. As parents get older, inheritance becomes one of […]
Julia Docker
Oct 9, 20172 min read
Gender financial security gap
As a woman working in financial services, it was interesting to read a new report which examines the factors leading […]
Julia Docker
Oct 2, 20173 min read


Gaynor’s story
The following interview first appeared in the September 2017 edition of Informed, our client magazine. One of the delights of […]
Julia Docker
Sep 28, 20178 min read
Disposable income uncertainty
How is your disposable income looking this year? The gap between what we earn and what we spend is, in […]
Julia Docker
Sep 27, 20173 min read


Cash flow your way to a DB transfer
Imagine some years ago you changed jobs and left in your previous employer’s pension scheme a defined benefit (sometimes called […]
Julia Docker
Sep 20, 20173 min read
Why critical yields are not critical
When a person is thinking about transferring from a defined benefits scheme into a personal pension their adviser will produce […]
Julia Docker
Sep 19, 20172 min read
Planning for increasing funeral costs
Death is an increasingly expensive business. According to some new research, the cost of an average funeral in the UK […]
Julia Docker
Sep 18, 20173 min read
A big rise in identity fraud
Have you ever been the victim of identity fraud? Cases of identity fraud are on the rise, with a record […]
Julia Docker
Aug 23, 20173 min read
Opening a branch of the Bank of Mum & Dad
The Bank of Mum and Dad has been increasingly in demand in recent times. Parents are predicted to lend more […]
Julia Docker
Aug 19, 20174 min read


Chartered Financial Planners get a new visual identity
Informed Choice became the 99th firm of Chartered Financial Planners in the UK a decade ago in 2007. This professional […]
Julia Docker
Aug 17, 20173 min read
What matters about money for millennials?
The millennial generation are forging a new path when it comes to personal financial management. Not fitting into moulds that […]
Julia Docker
Jul 31, 20176 min read
Surprise inflation fall delays interest rate rise
Well that was a pleasant surprise. The latest official figures show an unexpected fall in the rate of price inflation. […]
Julia Docker
Jul 18, 20174 min read
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