Wimbledon's Leading Firm of Chartered Financial Planners

February Market Commentary

Introduction Despite the claims of Brexit and the debate on triggering Article 50, it is impossible to start this commentary anywhere other than in Washington where, on January 20th, Donald Trump was inaugurated as the 45th President of the United States. It is remarkably difficult to find a news outlet that has a neutral view […]

Target Two Point Zero – The Bank of England Interest Rate Challenge

On a slightly different note and with a view to helping local schools, if you have a minute to spare please can you complete the attached survey. It will help Wimbledon College & Ursuline High School’s Sixth Form team who have made it through to the London Final of The Bank of England Interest Rate Challenge. […]

The new pensions minister’s savings tips!

Richard Harrington, who was made pensions secretary by Theresa May soon after she assumed office as Prime Minister in July last year, recently wrote an article for This Is Money divulging his spending tips for 2017. It’s a piece littered with what could be called ‘financial advice’, so what does the new minister recommend we […]

Should I transfer out of my final salary pension scheme?

Retirement consultancy Mercer recently revealed that the final salary pension deficit of the 350 largest companies listed in the UK had reached £137 billion by the end of last year, despite the FTSE 100 index closing 2016 at a record high. That figure is more than three times the corresponding deficit amount of £39 billion […]

The danger of New Year predictions

“It’s difficult to make predictions, especially about the future”. A quote which is usually attributed to either baseball player Yogi Berra or author Mark Twain – which in reality was most likely never actually said by either man – but nonetheless pithily sums up the problem with trying to work out what is going to […]