financial planning Archives - Page 13 of 14

15 Mar 2021

Protecting vulnerable consumers is a key focus for the FCA

posted by Emily Ritchie
Private Clients, Blog

The Financial Conduct Authority (FCA) warns that there are now “27.7 million adults in the UK with characteristics of vulnerability.” Examples of vulnerability include poor health, such as cognitive impairment, life events, such as bereavement or new caring responsibilities, low resilience to cope with financial or emotional upsets and low capability, such as poor literacy…

4 Mar 2021

UK Government Budget 2021

posted by Stephen Webster
Private Clients, Blog

On some counts this Budget was Rishi Sunak’s 15th major announcement since his first Budget, just under a year ago. During this period, the pandemic has dominated the Chancellor’s actions and this was true of his latest Budget. To no small degree the framework for Mr Sunak’s latest appearance at the despatch box had been…

1 Mar 2021

ISA Deadline 5 April 2021: use it, or lose it

posted by Thorntons Wealth Financial Planning Team
Private Clients, Blog

If you hold a Cash Individual Savings Account (ISA) you may be dissatisfied with the low rates of interest you receive, which could make it difficult to grow your money even at a rate that keeps pace with inflation. A Stocks & Shares ISAs offers the possibility of higher returns than Cash ISAs, but only…

10 Dec 2020

Life in 2020

posted by Thorntons Wealth Financial Planning Team
Private Clients, Blog

As the year draws to a close, I thought I would put my thoughts to paper once again. The strange parallel is that the last time I wrote a blog it was a beautiful spring day at the start of the pandemic, and now here we are several months later. Almost unbelievably, the restrictions are…

24 Sep 2020

Coronavirus (COVID-19)

posted by Stephen Webster
Charities, Private Clients, Financial Advisers, Blog

In line with current UK Government restrictions regarding the Covid-19 Pandemic, our offices remain closed. Our colleagues are working from home and continue to provide services and maintain regular communications with all our clients. Should you wish to speak with us, please continue to use the main telephone number of 01382 797600 and your call…

9 Jul 2020

UK Government Summer Statement 2020

posted by Stephen Webster
Private Clients, Blog

The Chancellor, Rishi Sunak, has spent so much time in the spotlight that it seems hard to believe he has not yet been in the job for five months. Yesterday’s Financial Statement was just the latest of a series of announcements by Mr Sunak since he presented his Spring Budget on 11 March, four weeks…

19 Jun 2020

Matt Strachan looks back at the history and success of the Alternative Investment Market, which was launched 25 years ago this week.

posted by David Holmes
Private Clients, Financial Advisers, Blog

This week is the 25th anniversary of the Alternative Investment Market (AIM). So, I thought it appropriate to indulge a little in its history and success. I remember its launch well, as I had been responsible for a couple of investments on one of its forebears, the Unlisted Securities Market (USM). Back in 1995 it…

27 Apr 2020

How to avoid the latest “Corona-Scams”

posted by Emily Ritchie
Private Clients, Blog

The Coronavirus pandemic is having a significant impact on our society and the way we go about our lives, and you will have no doubt seen on the news the many issues arising, ranging from the lack of PPE supplies for front-line workers to the consumer rush on hand sanitiser and toilet rolls. Unfortunately, it is…

30 Mar 2020

Financially Worrying Times – or maybe not as bad as you thought?

posted by Thorntons Wealth Financial Planning Team
Charities, Private Clients, Blog

As I sit and write this blog the world is looking like a very different place. I’m sitting on my balcony on a Saturday afternoon and stillness and calm fill the air. The sense of purpose and noise has been replaced by a different pace/beat of life. This got me thinking – whilst I feel…

12 Mar 2020

UK Government Budget 2020

posted by Stephen Webster
Private Clients, Blog

Rarely have we seen a Budget delivered against such a dramatic existential threat to the global economy. The fact that the Coronavirus will have a major impact on the major economies of the world is not in dispute. The extent of that impact on the UK economy is a significant judgment call for a Chancellor…

AJ Bell: