27th May 09
I caught the BBC News at 10 yesterday. It had a feature on the impending ‘Pensions Crisis’...good copy /airtime, don’t you think?! Regardless of media hype and titles, it is unfortunately very tru...
Read More24th May 09
It is 4.45 p.m. on a gorgeous 24-degree Bank Holiday Sunday…so I will keep it short and sweet! Earlier in the week, I was approached by an Officer representing a (not particularly) Local Authority ...
Read More20th May 09
Recently, are you more conscious of the pennies and your financial arrangements generally? Have you thought about reviewing your Mortgage, Insurances and the like? In the last few weeks, I have ha...
Read More16th May 09
I had appointments with two potential Clients yesterday, being at different stages in their lives and financial planning priorities. Potential Client 1 – Building a sound financial base A couple...
Read More13th May 09
Back to Personal Finance today! I am currently advising a Client who has a Personal Pension with one of the major players in the Personal Pension market. His Accountant suggested he talk with me to ...
Read More9th May 09
I know this is meant to be a Personal Finance Blog, but I am having a day off from Insurances, Mortgages, Pensions, and Investments! Part 1: My shareholdings Many moons ago, on 29th October la...
Read More6th May 09
I had a conversation with a business contact this morning, and he mentioned that he was using lse.co.uk and spending far too much time on the Share Chat pages...when he should be running his window ...
Read More2nd May 09
The first consideration when investing money is the tax status of the person investing and the type of products available. Only after this has been established and analysed can you compare products a...
Read More29th April 09
The Sunday Times rich list had all the usual suspects from Abramovich through Branson down to Duffy. What spiked my attention, however, was the list of ‘Givers’, especially when this list was order...
Read More26th April 09
One of the more eye-catching…or should that be eye-watering…parts of Alistair Darling’s Budget on 22nd April 2009 was the spectre of the double taxation of income. This will only apply to higher-ra...
Read More22nd April 09
o Alcohol & Cigarettes subject to a 2% tax increase o Fuel Duty to rise by 2p per litre from September o Car Scrappage Scheme to be introduced. £2,000 discount on a new car if you trade in one more...
Read More19th April 09
On Tuesday evening past, I prepared for my weekly early Wednesday morning networking meeting with other businesses in my locality. But what would I say to them in my ’60-second’ slot? The rusty co...
Read More15th April 09
The $64,000 question. A lot of people currently find they are better off by resting on their mortgage lender’s variable rate of interest, also referred to as the Standard Variable Rate (SVR). Why ...
Read More13th April 09
With well over 100 Blogs written, I sometimes struggle for inspiration. I have just read a couple of interesting stories on the BBC TeleText (is it still called that?) service, providing food for w...
Read More8th April 09
I met a chap on Monday from a company called Cartel Client Review . For any Economics students out there, you may appreciate why I find that an unfortunate name. By the by... Cartel came about a...
Read More6th April 09
For those regular readers, you will know that I am an IFA (Independent Financial Adviser) by trade. One of the more ‘interesting’ parts of my job is supervising my firm’s 6-monthly Financial Service...
Read More1st April 09
In my last Blog I mentioned the varied and diverse crowd who attended the Naked Trader seminar. It was fascinating to note the different occupations – IFAs, Accountants, Florist, Market Researcher,...
Read More29th March 09
I made it to the Naked Trader seminar in good time, staying in the local Travelodge turning out to be a masterstroke. Entering the room, the ubiquitous (well at least in the NT book!) ‘Mrs. NT’ g...
Read More25th March 09
lse.co.uk visits Robbie (aka The Naked Trader ) on Friday! Well, two of us are, so it’s not quite en masse! The Naked Trader is undoubtedly a cult legend in Share investing terms. How many small...
Read More22nd March 09
I attended a seminar yesterday entitled ‘Building Success in Times of Uncertainty’, which came about through a colleague winning two free tickets to it. The speaker was Mark Rhodes - a nice guy and...
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