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The death of SME retirement
New figures hint at the death of SME retirement, with a growing number of small business owners planning to retire […]
Julia Docker
Feb 8, 20183 min read
The Briefing on Thursday 8th February 2018
In this edition of The Briefing from Informed Choice on Thursday 8th February 2018 – second month of house price falls, working past state pension age, millions to benefit from enhanced benefits, Japanese UK investment talks, and anti-Brexit donation.
Julia Docker
Feb 8, 20184 min read
The Briefing on Wednesday 7th February 2018
In this edition of The Briefing from Informed Choice on Wednesday 7th February 2018 – struggling to cope with credit card debt, global growth lifting UK economy, urgent appeal from UK PLC, and a sense of calm returns to global markets.
Julia Docker
Feb 7, 20183 min read
Why the FTSE 100 obsession?
It’s been another busy day for global equity markets, with the media’s FTSE 100 obsession seeming to continue unabated. The […]
Julia Docker
Feb 6, 20184 min read
Client feedback to improve our services
Last week we hosted our first ‘client advisory board’ meeting, which took place over the road at Cranleigh Arts Centre. […]
Julia Docker
Feb 6, 20183 min read
The Briefing on Tuesday 6th February 2018
In this edition of The Briefing from Informed Choice on Tuesday 6th February 2018 – equity market falls to two-month low, profits rise at BP, financial services trade agreement warning, tough conditions for retailers in January, and call for bitcoin crackdown.
Julia Docker
Feb 6, 20183 min read
Gentle words of reassurance
It’s often said that our role as Financial Planners is to manage client behaviour, not to manage their money. When […]
Julia Docker
Feb 5, 20183 min read
The Briefing on Monday 5th February 2018
In this edition of The Briefing from Informed Choice on Monday 5th February 2018 – FCA gathers views on private pensions, banks ban crypto credit card purchases, widening graduate gender pay gap, construction jobs forecast, and funeral shortfall warning.
Julia Docker
Feb 5, 20184 min read
How to claim a power of attorney refund
Did you know that you can claim a power of attorney refund on part of your registration fee if you […]
Julia Docker
Feb 4, 20182 min read
Cranleigh Literary Festival 2018
Informed Choice is pleased to be headline sponsor for the Cranleigh Literary Festival again in 2018 at Cranleigh Arts Centre. […]
Julia Docker
Feb 4, 20183 min read
Monthly Investment Update February 2018
In our monthly investment update February 2018, we look at how the investment markets, global economy and commodity prices are […]
Julia Docker
Feb 1, 20185 min read
Tulips for sale
My 10-minute presentation at our client advisory board meeting this week looked at bitcoin tulip mania. I shared the story […]
Julia Docker
Jan 31, 20184 min read
Our favourite investment scam
My presentation at our client advisory board meeting this week shared the story of our favourite investment scam; ‘favourite’ in […]
Julia Docker
Jan 31, 20183 min read
The lady who outlived her lawyer
During our client advisory board meeting this week, I shared the story of Jeanne Calment who lived in Southern France and died […]
Julia Docker
Jan 31, 20184 min read
Be vigilant to social media fraudsters
It’s always important to be vigilant about the risk of investment fraud, but the scam artists seem to be changing […]
Julia Docker
Jan 29, 20183 min read
Cranleigh Centenary Garden starts to take shape
Informed Choice is pleased to make a substantial donation to pay for tree planting in the new Cranleigh Centenary Garden. The […]
Julia Docker
Jan 29, 20182 min read
How other people spend their money
One of the privileges of being a Financial Planner is getting to see how other people spend their money. Part […]
Julia Docker
Jan 26, 20183 min read
Deputies and attorneys gifting guidance
The Office of the Public Guardian has published new guidance for how deputies and attorneys should approach giving gifts on […]
Julia Docker
Jan 23, 20183 min read
Kids are fine with parents spending their inheritance
Retirement today is a very different beast to the one enjoyed a generation or two earlier. The traditional view of […]
Julia Docker
Jan 20, 20183 min read
Budget for an extra tax payment
With the tax return deadline of 31st January fast approaching, newcomers to Self-Assessment are being warned to budget for an […]
Julia Docker
Jan 17, 20183 min read
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