Wimbledon's Leading Firm of Chartered Financial Planners

July Market Commentary

An essential part of writing this bulletin each month is making daily notes on the main business and stock market news. This month we have comfortably broken our record – more than six pages of notes. And as you might expect, about half of those pages are about Greece and its debts. ‘An agreement was in sight’ […]

Divorce can cost in lost retirement income

New research from Prudential, in the insurer’s ‘Class of’ Study, which tracks the future plans and aspirations of people planning to retire in the next 12 months, has now been released, in the study’s eighth year. This year the research found that for the ‘Class of 2015’ divorcees, the average expected retirement income is £15,700 […]

Planning around the retirement threshold

By now, if you are somewhere in the retirement experience – either approaching it, passing through it or leaving it behind – you will already have experienced firsthand your own childhood and maybe that of your children, grandchildren and great-grandchildren. Now you are heading to experience later life, which for most of us will stretch […]

Sun, sea, sand… and savings: Money tips for the summer months

Whilst the summer brings bright evenings and warm weather, it can also be a very expensive time of year. Handy tips to help you save money whilst the sun is shining (hopefully) are always welcome, as even the smallest savings can build up to give you a little extra cash at the end of each […]

Merton Best Business Awards Finalist!

We are delighted to announce that for the second year running we have been shortlisted as a finalist in the Merton Business Awards – this year it’s in the ‘Service Excellence’ category.  In 2014, you may remember that we were the winners of ‘The Extra Mile’ category The awards recognise the most successful companies based […]