Blog

Aging Gracefully – That’s for Wimps !

Aging Gracefully – That’s for Wimps !  Quite recently I woke up to the fact that I was putting on too much weight and was pretty unfit. naturally I enrolled at the local gym and also quite naturally, like most people, found the gym pretty boring, so gave up. So I decided to start a […]

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I’m Worried about My Pension, said Frank from Reading in Berkshire !

I’m Worried about My Pension, said Frank from Reading in Berkshire ! OK Frank, what are you worried about? I know, I shouldn’t be worried, after all I have a big pension, and I appreciate all you do to look after it, but I still worry about what will happen to the investment markets and […]

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Buying Commercial Property in Berkshire

Buying Commercial Property in Berkshire Many business owners would like to buy a Commercial Property in Berkshire, so that either their company can occupy it, or simply as an investment. There are a variety of purchase options available to them:- The company could buy it and so it would appear in your company balance sheet. […]

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Berkshire IFA Investment News

Berkshire IFA Investment News  – The last few years have been very kind to you the investor, you are almost certainly sitting on a heap of profit. As we are all born with a sense of innate optimism, you will be expecting more of the same. Not only that but we are having the most glorious […]

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Investment Advice Berkshire

Investment Advice Berkshire – The Investment Car Crash I must admit I have always found the recommended approach when advising clients rather bizarre. I wonder if it is the right approach, it seems to be overly risk-centred, so that financial advisers are boxed in when delivering advice. I wonder if this draconian approach is justified? […]

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Business Advice Berkshire

Business Advice Berkshire – Can a Business have too Much Cash ! For most business owners cash is king, it is the lubricant for the engine of business. Having lots of cash is the aim of a business, however, having too much cash can be problematical. The cash in the business is clearly an asset […]

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Which way to invest ? – Investment Trusts

Investment Trusts  – Which way to invest ? – Unavida  

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Future Based Financial Planning – It May all end in Tears

Future Based Financial Planning – It may all end in tears. Improvements in technology have enabled financial advisers to reduce the amount of time spent on administration of client files and provided more time for them to focus on client’s real needs. Improvements in technology have enabled financial advisers to reduce the amount of time […]

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Should I have an ISA?

Is Your ISA, Your Flexible Friend? Since April 2016, it has been possible to take your monies out of an ISA (effectively borrow) the money, and use for whatever purposes you require. Providing you pay the money back into the ISA, within the same tax year you took the money out, then the I S […]

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Clive asked – why aren’t we being taxed !

Clive asked – why aren’t we being taxed !  I received a worried call from a retired client recently, they had, had their neighbours in who were complaining about the tax they pay every month on both their pension and their savings . . . Don’t you remember Clive, many years ago when we first […]

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