top of page
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
Care home funding lottery
Vulnerable pensioners could be losing out due to a care home funding lottery. A new study by insurer Royal London […]
Julia Docker
Dec 16, 20173 min read
Ban pension cold calls now to stop the scammers
In a short first report on pension freedoms published earlier this week, the Work and Pensions Select Committee has said […]
Julia Docker
Dec 13, 20173 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
Care cap implementation plans scrapped
Was the end of last week a good time to bury bad news? With the first phase of Brexit negotiations […]
Julia Docker
Dec 11, 20173 min read
Finalist for Expert of the Year
We are delighted to share the news that our managing director Martin Bamford has been shortlisted for Expert of the […]
Julia Docker
Dec 6, 20171 min read
Renting in retirement
From a financial planning perspective, there’s nothing fundamentally wrong with renting your home in retirement – assuming you can afford […]
Julia Docker
Dec 5, 20173 min read


The do’s and don’ts of the world’s best investors
Every investor needs an edge. Where better to look than the rules of the world’s best investors? Earlier in the […]
Julia Docker
Dec 4, 20171 min read
Monthly Investment Update – December 2017
In our latest monthly investment update for December 2017, we look at how the investment markets, global economy and commodity […]
Julia Docker
Dec 1, 20174 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
Were you aware of this Budget stealth tax?
With all eyes on the stamp duty exemption for first-time buyers announced in the Budget last week, savers might have […]
Julia Docker
Nov 29, 20172 min read
Is care home provision reaching crisis levels?
With all eyes on the Budget this week, there was a worrying absence of mentions about social care provision. Some […]
Julia Docker
Nov 24, 20173 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
This is why you need to avoid Asset Protection Trusts
As an Accredited Later Life Adviser with the Society of Later Life Advisers (SOLLA), something that regularly irks me is […]
Julia Docker
Nov 22, 20172 min read
Is your financial adviser lying about his qualifications?
Is your financial adviser lying about his or her qualifications? A new study by Which? Money gives us pause for […]
Julia Docker
Nov 21, 20173 min read
Losing money with cryptocurrency CFDs
It was good to see the Financial Conduct Authority issue a strong warning about the dangers of using contracts for […]
Julia Docker
Nov 14, 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
Prioritising pensions on divorce
One of the specialist areas of advice we offer is helping people getting divorced understand their pension options. With pensions […]
Julia Docker
Nov 2, 20174 min read
Monthly Investment Update – November 2017
In our latest monthly investment update for November 2017, we look at how the investment markets, global economy and commodity […]
Julia Docker
Nov 1, 20174 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
bottom of page
