Wimbledon's Leading Firm of Chartered Financial Planners

AUTUMN BUDGET: NOVEMBER 2017 OVERVIEW

Introduction Since the Spring Budget, the UK has held a General Election, the negotiations to leave the European Union have continued – not always at breakneck pace – and there has been the usual collection of mixed news for the UK economy. The General Election started as an expected coronation for Theresa May and ended […]

The pros and cons of turning your home into a cash machine

Recent figures have suggested that over 17,500 older homeowners took out equity release plans on their homes during the first six months of 2017, marking an increase of 44% compared with 2016. Equity release plans, also referred to as ‘lifetime mortgages’, allow homeowners aged over 55 to access their home’s equity without the requirement to […]

How to combine work/life balance, job satisfaction and retirement

Two of the biggest concerns faced by workers when they reach their 50s and 60s are those of achieving job satisfaction and a work/life balance. Recent studies have offered fresh insight into the reasons behind these issues and the best ways to tackle them. One study conducted by economists at the University of Southern California […]

November Market Commentary

What’s the saying? ‘Close, but no cigar’. That’s how it was in October as all but two of the markets we cover rose in the month. Brazil’s market did manage to stagger up by just 14 points, meaning it was unchanged in percentage terms, but the Russian stock market let the side down, falling back […]