Jade Shelton 30th June 2021 Wills – why do we need them? You may already have a Will, or you’re in the process of creating or updating it. In which case well done, go to the top of the class!… Read more
Jade Shelton 26th May 2021 Ten questions to ask a financial planner – part two If you’re looking for a financial planner to help advise on pensions, savings and retirement planning, it’s important to understand what they offer and how they work. In… Read more
Jade Shelton 7th May 2021 Ten questions to ask a financial planner – part one Do you use the services of a financial planner? Have you thought about doing so but aren’t sure what – or who – you are looking for? According… Read more
Jade Shelton 31st March 2021 The Budget 2021 – A Summary The Budget saw a raft of announcements affecting people and businesses alike, but it was what the Chancellor didn’t do rather than what he did do which is likely to have the biggest impact on individuals. Below we have… Read more
Jade Shelton 12th February 2021 End of tax year planning – five ways to save tax The end of the financial year is usually 5th April (click HERE to find out why it’s earlier in 2021) so now is a great time to look… Read more
Jade Shelton The clock is ticking for the end of the tax year 2021 This tax year effectively ends on the 1st April 2021. No, this is not an April fool’s joke but the result of a “perfect storm” of dates, days… Read more
Jade Shelton 30th October 2020 Retirement is like coming down a mountain – it needs a careful approach We spend much of our working lives looking towards retirement as a goal. But actually, retirement is not the destination, it’s only part of the journey – and the harder part can be managing… Read more
Jade Shelton 1st October 2020 Mark & Lindsay Case Study – Part 2, The Solution It was clear to us from Mark and Lindsay’s Money Wheel that improvement in one or two areas would have a significant impact on their financial life. We… Read more
Jade Shelton 28th May 2020 Market Volatility Update It’s been over 9 weeks since lockdown was implemented in the UK. The 23rd March 2020 seems like a lifetime ago for me. A lot has happened since… Read more
Huw Jones 26th February 2020 Latest Market Volatility Market volatility is inevitable because risk and return are related. The only thing we can control is how we react to it when it does. Here’s a light-hearted… Read more
