top of page
How much lower can interest rates go?
National Savings & Investments has announced that it is reducing the interest rates payable on its savings products from 24th […]
Julia Docker
Sep 22, 20202 min read
Negative interest rates are a growing possibility
In a surprise to nobody, the Bank of England has kept interest rates on hold at 0.1% this month. Announcing […]
Julia Docker
Sep 18, 20202 min read
It’s growth, Jim, but can we sustain it?
My apologies to fans of Star Trek for butchering a phrase often attributed to the show for the title of […]
Julia Docker
Sep 11, 20202 min read
September 2020 Investment & Economic Update
In our latest monthly investment update for September 2020, we take a look at how the global investment markets, economy […]
Julia Docker
Sep 1, 20204 min read
What a scorcher!
I am, I must confess, not a big fan of hot weather. I much prefer something around 20 degrees to […]
Julia Docker
Aug 11, 20202 min read
Student debt – still expensive, but cheaper than it was
The rate of interest payable on student debt will fall in September, down from the current rate of 5.4% to […]
Julia Docker
Aug 7, 20201 min read
Women could get millions in state pension repayments
Married women could be owed millions of pounds in state pension underpayments. A new report by pensions consultancy LCP is […]
Julia Docker
Aug 5, 20202 min read
Could this spell the death of commercial property funds?
The Financial Conduct Authority (FCA) is consulting on new rules designed to improve the structure of open-ended property funds. The […]
Julia Docker
Aug 4, 20203 min read
7 announcements in the Chancellor’s Summer Statement
The Chancellor’s Summer Statement was presented to the House of Commons today, revealing a package of measures designed to support […]
Julia Docker
Jul 8, 20205 min read
Have we given up on financial education?
It was sad to learn this week that magazines Money Observer and Moneywise will close next month, after a combined […]
Julia Docker
Jun 18, 20202 min read
Covid-19 commercial property fund suspensions
It’s happened again. During times of market stress, open-ended property investment funds are occasionally ‘gated’, with investors facing restrictions before […]
Julia Docker
Mar 19, 20203 min read
Latest coronavirus update from Informed Choice
When I was appointed as the new managing director of Informed Choice last year, I couldn’t have imagined that one […]
Julia Docker
Mar 18, 20202 min read
Warning: Scammers taking advantage of Coronavirus
There’s probably nothing that a scammer won’t try to capitalise on, and the feeling of panic which has been induced […]
Julia Docker
Mar 16, 20202 min read
What are we doing about the coronavirus?
Following our board meeting this morning, I’ve recorded a short video to explain to our clients our current stance in […]
Julia Docker
Mar 13, 20202 min read
Worst day on the markets since 1987
Global stock markets entered panic mode on Thursday. A combination of the US announcing its EU travel ban, and half-hearted […]
Julia Docker
Mar 12, 20203 min read


What happened in the Budget at lunchtime today?
To give new Chancellor Rishi Sunak credit where it’s due, that was a packed Budget for someone only given the […]
Julia Docker
Mar 11, 20201 min read
Emergency rate cut as Coronavirus Budget approaches
In a choreographed move, the Bank of England implemented an emergency rate cut, slashing interest rates by half a per […]
Julia Docker
Mar 11, 20202 min read
Eventful day for global stock markets
It’s been an eventful day for global stock markets. Some are calling it Black Monday. The combination of investor anxiety […]
Julia Docker
Mar 9, 20203 min read
Emergency fund in your pantry
As Financial Planners, we often drill home the importance of a cash emergency fund. The received wisdom is to hold […]
Julia Docker
Mar 7, 20202 min read
March 2020 Investment & Economic Update
In our latest monthly investment update for March 2020, we take a look at how the global investment markets, economy […]
Julia Docker
Mar 2, 20204 min read
bottom of page
