Wimbledon's Leading Firm of Chartered Financial Planners

Remembering our brave soldiers

This month marks the 100th anniversary of the start of World War One and 70 years since the D-Day landings. On Remembrance Day we were fortunate enough to receive an email from one of our clients with a picture of his father Alfred Charles Low playing the Last Post at the cenotaph 1919/1920. His father was […]

£100,000 Annual Public Sector Pensions Number Doubles in Just 3 Years

The number of retired public sector workers receiving pensions of more than £100,000 per annum has more than doubled since 2011, according to new research from the Intergenerational Foundation (IF) published in September 2014. In total, more than 395 high ranking public sector retirees now enjoy annual pensions of more than £100,000 compared to 148 […]

November Market Commentary

In all the time we’ve been writing these market commentaries it’s difficult to remember a more turbulent month than October 2014. Throughout the summer we have been writing about events in the Ukraine and the worries that conflict posed for Europe. Fortunately we now have a ceasefire in the region – and Russia and the […]

One in three of us plan to use the markets in retirement

New research from MGM Advantage, the retirement income specialist, suggests that UK adults are planning to use equity investments to help them outstrip inflation and manage the rising cost of living. Over half (53%) of UK adults rate the rising cost of living as their number one fear for retirement, and almost a third (32%) […]

Homes worth £3 million or more to be hit hardest by proposed ‘Mansion Tax’

Those owning properties worth more than £3million will be hit with tax bills starting from £10,000 under a Labour government, according to research by the Institute for Fiscal Studies (IFS). Under the party’s mansion tax plans, homes worth between £2m and £3m would attract around £3,000 in liabilities, but properties worth above £3m will take […]

GEM & Co wins Merton Best Business Award

The team at GEM & Co is delighted to announce that we scooped the award for ‘The Extra Mile’ category at the Merton Best Business Awards hosted by the Merton Chamber of Commerce. The awards are designed to showcase the talents and services that Merton’s best businesses have to offer and we were up against tough […]

Student finances squeeze

Almost a third (30%) of students currently attending university will move back in with their parents after they have completed their studies, HSBC research shows. For those starting university this year, almost half (49%) expect to live with their parents. Of those who intend to live at home, 78% said it was in order to […]

Families with dependent children lack financial protection

Only a quarter (24%) of adults in the UK with children under 16 have any form of financial protection, a significant drop from 31% in 2013, according to the latest research from the Scottish Widows Protection Report. With over half (54%) of this group admitting that their savings would last just a couple of months if they were […]

Is Auto-Enrolment leading us towards a better financial future?

Half of UK employees on lower incomes and half of those aged 30-49 are now saving adequately for retirement, according to the latest Scottish Widows Workplace Pensions Report, showing the impact of automatic enrolment on the groups that need it most. As the legislation approaches its second anniversary, the annual report from Scottish Widows finds […]

October Market Commentary

Throughout the summer this bulletin has been focused on events in the Ukraine, now we have an admittedly uneasy truce in the region and the focus of the world’s discontent has moved elsewhere. At time of writing, pro-democracy protesters are occupying the streets of Hong Kong and a coalition of 40 countries is in the […]