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Should I buy an annuity or use income drawdown with my pension pot?
Client often ask us about whether to use their pension pot to buy an annuity or take the more modern […]
Julia Docker
Nov 9, 20183 min read
November 2018 Investment & Economic Update
In our latest monthly investment update for November 2018, we look at how the investment markets, global economy and commodity […]
Julia Docker
Nov 1, 20183 min read
Here’s what we featured on the Informed Choice Radio podcast in October 2018
Podcasting is making the headlines again this month, with the BBC launching a new app designed to woo younger listeners. […]
Julia Docker
Oct 31, 20183 min read


Budget 2018 Briefing Note from Informed Choice
Following the Budget this afternoon, Martin has produced a free briefing note for our clients and professional contacts. Within this […]
Julia Docker
Oct 29, 20181 min read
Guildford is the inheritance tax capital of the UK
Guildford is well known for a lot of things, including its Saxon roots, cobbled High Street and Lido swimming pool. […]
Julia Docker
Oct 24, 20183 min read


Lost pensions mountain, record pay rise, Smith smashes target
In this edition of The Briefing from Informed Choice on Wednesday 17th October 2018 – lost pensions mountain, record pay rise, Smith smashes target, Uber IPO speculation, and housebuilder profits warning.
Julia Docker
Oct 17, 20184 min read


First time buyers on the rise, gambling failures fine, Ford warns on Brexit
In this edition of The Briefing from Informed Choice on Tuesday 16th October 2018 – first time buyers on the rise, gambling failures fine, Ford warns on Brexit, life threatening cyber attacks, and Fidelity does crypto.
Julia Docker
Oct 16, 20184 min read
Shelley talking about inheritance tax planning
Informed Choice financial planning director Shelley McCarthy presented a seminar this morning on the subject of inheritance tax planning. We […]
Julia Docker
Oct 12, 20181 min read
A note from our investment committee
Part of our role as Financial Planners is to construct and manage investment portfolios designed to deliver on the objectives […]
Julia Docker
Oct 11, 20183 min read


UK economy flatlines, crypto asset stability, natural fintech home
In this edition of The Briefing from Informed Choice on Thursday 11th October 2018 – UK economy flatlines, crypto asset stability, natural fintech home, bad day on the markets, and negative house price outlook.
Julia Docker
Oct 11, 20184 min read


Patisserie Valerie shares suspended, energy merger cleared, weak public finances
In this edition of The Briefing from Informed Choice on Wednesday 10th October 2018 – Patisserie Valerie shares suspended, energy merger cleared, weak public finances, risky lending warning, and HSBC US settlement.
Julia Docker
Oct 10, 20184 min read


Cheapest homes out of reach, Facebook pays more tax, Brexit anxiety rises
In this edition of The Briefing from Informed Choice on Monday 8th October 2018 – cheapest homes out of reach, Facebook pays more tax, Brexit anxiety rises, financial wellbeing at work, and bank wealth tie-up.
Julia Docker
Oct 8, 20184 min read


Fuel duty freeze, Aston Martin listing, and Tesco profits rise
In this edition of The Briefing from Informed Choice on Wednesday 3rd October 2018 – fuel duty freeze, Aston Martin listing, Tesco profits rise, mainstream socially responsible investing, and women invest with tech.
Julia Docker
Oct 3, 20185 min read


Royal Mail shares fall, FCA fines Tesco Bank, and stable price inflation
In this edition of The Briefing from Informed Choice on Tuesday 2nd October 2018 – Royal Mail shares fall, FCA fines Tesco Bank, stable price inflation, Primera Air collapses, and restaurant tip legislation.
Julia Docker
Oct 2, 20184 min read
Global investment market update for October 2018
In our latest monthly investment update for October 2018, we look at how the investment markets, global economy and commodity […]
Julia Docker
Oct 1, 20184 min read
Rowleys Centre for the Community
Rowleys Centre for the Community is a registered charity based here in Cranleigh. Last year I was invited to become […]
Julia Docker
Sep 28, 20182 min read


Monday Budget date, unaffordable housing, & mortgage lending falls in August
In this edition of The Briefing from Informed Choice on Thursday 27th September 2018 – Monday Budget date, unaffordable housing, mortgage lending falls in August, Brexit bankruptcy threat, and gender pay gap action.
Julia Docker
Sep 27, 20184 min read
To transfer your pension pot…or not
Each week we’re contacted by people with a burning financial question; should I transfer my defined benefits pension plan, or […]
Julia Docker
Sep 27, 20184 min read
Millennials at the bottom of the financial mountain
Born in the autumn following Euro 96, only leaving full time education in 2015 and largely dodging the minefield of […]
Julia Docker
Sep 26, 20182 min read


Purchase scams rise, Tesco Bank fine, & unpaid public services
In this edition of The Briefing from Informed Choice on Tuesday 25th September 2018 – purchase scams rise, Tesco Bank fine, unpaid public services, oil price rise, and South East funeral prices.
Julia Docker
Sep 25, 20184 min read
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