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Which? Report Highlights Risky Investment Advice
According to a new Which? report, many high street banks and building societies are giving poor advice and recommending inappropriate investment products to elderly and potentially vulnerable consumers. Which? researchers, in an undercover investigation, found that only five…
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Deposit accounts – the good, the bad and the ugly
On Thursday March 5th 2009 the Bank of England reduced its base rate to 0.5% where it has remained ever since – and with fears about European defaults and a possible double-dip recession stalking the economy, it is…
Read moreNovember market commentary
After three months of fairly constant bad news in this bulletin, it would be tempting to report October as the month when world stock markets turned the corner. Every major market rose and if you were lucky –…
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Reasons to consider using Santorini Financial Planning when choosing a financial adviser in Leicester
As one of the leading Financial Advisers and wealth management firms in Leicester, we were looking at what criteria a potential new client would choose to use us over any other firm of financial advisers in Leicester. Here’s…
Read moreLife planners talk up the importance of listening by Natalie Fast
Do you believe in ley lines? I used to live near East Grinstead, which is apparently famed for being a converging point perhaps explaining why there is such a density of different religions there, from Scientologists to Rosicrucians. There may…
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Ethical Investments – an Overview
With the recent emphasis on sustainability and climate change, it would be easy to think that ethical investment is a relatively modern phenomenon. In fact, its roots can be traced back to 1758, when the Society of Friends…
Read moreChildren, money and education
Survey findings published by the Personal Finance Education Group (pfeg) tell us quite a lot about the monetary habits of children in England. The pfeg was set up in 2000 by a group of individuals, primarily from the…
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Financial Planning Week – Coming soon…….
Read moreInspirational words from Steve Jobs, Apple Inc
Remembering that I’ll be dead soon is the most important tool I’ve ever encountered to help me make the big choices in life. Because almost everything – all external expectations, all pride, all fear of embarrassment or failure…
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October market commentary
Overview September – a month when it was difficult to find any good news, with the headlines seemingly screaming “Crisis” and “Rescue package” on alternate days. In the UK, unemployment reached 2.5m and inflation rose: the…
Read moreComing Soon…..Junior ISAs!
Junior ISAs (Individual Savings Accounts) will be available from 1 November 2011, following the end of Child Trust Fund (CTF) eligibility from January 2011. The Treasury says that Junior ISAs will ensure that all parents have a clear…
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Taxation in retirement – what you need to know
On reaching State Pension age you no longer pay National Insurance contributions, but you don’t automatically stop paying Income Tax. Taxable income includes that from a State Pension and if this is more than the tax-free allowance, you…
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