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April 2020 Investment & Economic Update
In our latest monthly investment update for April 2020, we take a look at how the global investment markets, economy […]
Julia Docker
Apr 1, 20204 min read
Diversification is the Answer; What was the Question?
While the current economic and stock market shock might be similar to others, and it’s tempting to imagine that investment […]
Julia Docker
Apr 1, 20202 min read
Withdrawing Income from your Portfolio, Safe Withdrawal Rates and Market Downturns
In previous blog posts, I’ve commented on safe withdrawal rates. Your withdrawal rate is calculated by taking the amount you […]
Julia Docker
Apr 1, 20203 min read
Higher pension contributions opportunity for next year
We all know how important it is to save for retirement. The more you put away, the bigger your potential […]
Julia Docker
Mar 30, 20202 min read


Share your working from home story
This blog is the third piece I have written since starting to work from home. While the lockdown was only […]
Julia Docker
Mar 30, 20202 min read
Taking comfort from history
Mr Podmore, history teacher and ace badminton coach at my secondary school, used to tell me that I would, one […]
Julia Docker
Mar 25, 20204 min read
Honestly, I am still working at home!
A couple of people were complimentary about my blog last week, where I explained some of the challenges and distractions […]
Julia Docker
Mar 25, 20202 min read
Waking up to a new world
We’re waking up today with a mild sense of disbelief. The Prime Minister’s statement yesterday evening felt more akin to […]
Julia Docker
Mar 24, 20202 min read
At home but still working, mostly!
Like many people, I am currently experiencing the delights of working from home. It’s not a first-time experience because in […]
Julia Docker
Mar 20, 20203 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
Coronavirus driving business change
Cranleigh is one of the several villages that claim the title “largest village in England”. It nestles at the foot […]
Julia Docker
Mar 18, 20202 min read
Coronavirus market crisis continues to bite
The coronavirus crisis continues to bite with global financial markets experiencing another tough day. Despite a coordinated effort from central […]
Julia Docker
Mar 17, 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
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