Plain english speaking, bubbly Financial Adviser who loves to help people reach their financial goals & dreams. And I'm fanatical about my trio of dog and cats.
Cornbury Park, Oxfordshire
Joined December 2010
- Tweets1.6K
- Following264
- Followers380
- Likes5
Continued from my last tweet...Also only 37% of all advisers are aged under 45. Well it won't be too long until I help that number reduce :)
Money Marketing's freedom of information request from the FCA reveals only 1 in 10 advisers are women....I'm pleased to make up the numbers!
The pensions regulator is warning pension scams are on the rise, worrying when full access to funds are available next year
So the new rules on pension pots have been confirmed. Only guidance to be given over the phone or online - best get personal advice I say!
So the pension reforms are really taking place. Planning and advice are key to limiting your tax and taking the most out of your pots
First day back from holidays today - have to say the temperature is not so different here - nice surprise
Busy week this week with people making the most of the new ISA (NISA) allowance, starting tomorrow..,
Percentages seem to be an issue for The White Company - their up to 40% off sale has the first two items 50% off!!
FT adviser reporting few will drain all their cash from their pension, under the new rules in 2015. I feel the same, people need income
FT reporting concerns over full access to pensions. And to think of annuities as Insurance NOT investment. I have to agree
Helping people yesterday dealing with stress over their finances. People with too much and too little have similar stress levels
FT adviser still reporting the free "guidance" issues from the budget announcement. 50% say they are not ready to give it. Get ADVICE I say!
Another family relieved this week that they had arranged Power of Attorney's. So crucial to managing finances when mental capacity is lost
Inheritance Tax is going to impact 1/3 more families in the coming years. Are you making plans to pass more to your family than HMRC?
Reports saying free guidance on pensions at retirement may now be delivered in groups!! Personal ADVICE is always best.
Someone from the FT was impressed with my knowledge and advice yesterday. Feeling a little smug today :)