top of page


Self employed tax cut scrapped, BA data breach, and leaseholder regrets
In this edition of The Briefing from Informed Choice on Friday 7th September 2018 – self employed tax cut scrapped, BA data breach, leaseholder regrets, employer pension contributions falls, and complex protection products.
Julia Docker
Sep 7, 20183 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


RBS branch closures, economically damaging debt & energy price cap
In this edition of The Briefing from Informed Choice on Thursday 6th September 2018 – RBS branch closures, economically damaging debt, energy price cap, funeral costs update, and tariff worries shake European equities.
Julia Docker
Sep 6, 20184 min read
Monthly Investment Update September 2018
In our latest monthly investment update for September 2018, we look at how investment markets, global economy and commodity prices […]
Julia Docker
Sep 3, 20185 min read
Pension Advice Costs Revealed
What does it cost to get professional financial advice in respect of your pension pot or investments? According to some […]
Julia Docker
Aug 28, 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
Unemployment falls to its lowest level in 43 years
The latest official figures have shown unemployment falls to its lowest level in 43 years. Estimates within the latest ONS […]
Julia Docker
Aug 14, 20183 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
August 2018 Investment & Economic Update
In our latest monthly investment update for August 2018, we look at how the investment markets, global economy and commodity […]
Julia Docker
Aug 1, 20184 min read
Who pays for financial services compensation?
I had a pleasure of being a guest on BBC Radio 4 Money Box with Paul Lewis at lunchtime today. […]
Julia Docker
Jul 21, 20184 min read
FCA report calls for more competition in the investment platform market
Do you use an investment platform to manage and administer your portfolio? These online platforms have become incredibly popular for […]
Julia Docker
Jul 16, 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
Don’t underestimate the cost of living in retirement
How much money are you planning to spend in retirement? It’s an important question when you’re planning for the future, […]
Julia Docker
Jul 5, 20182 min read
July 2018 Investment & Economic Update
In our latest monthly investment update for July 2018, we look at how the investment markets, global economy and commodity […]
Julia Docker
Jul 2, 20184 min read
Retirement outcomes review
Three years on from the introduction of pension freedoms, how is the retirement income sector serving consumers? The Financial Conduct […]
Julia Docker
Jun 29, 20184 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
Different experiences of financial services
How do our financial lives vary in different parts of the country? That’s the big question considered in new analysis […]
Julia Docker
Jun 21, 20183 min read
European Central Bank ends its QE programme
After pumping more than €2 trillion into the economy, the European Central Bank (ECB) has announced it is bringing its […]
Julia Docker
Jun 15, 20183 min read
bottom of page
