Wimbledon's Leading Firm of Chartered Financial Planners

The Rise of the Pensioner Millionaires

More than one million pensioner households in the UK now have total wealth of more than £1m according to analysis by Prudential of the latest ONS data for 2010-2012. The analysis shows that the number of millionaire pensioner households has soared by 69% compared with 2006-2008 when the number stood at just over 636,000. This […]

Can we talk about our money, please?

It’s good to talk. But talking about money can be difficult, particularly as doing so has traditionally been taboo in this country. Despite many of us getting better at talking about other personal issues like relationships or our health, we still find money a tricky topic. In fact, research shows that only one in five […]

September Market Commentary

The phrase ‘the world looked a dangerous place’ has been used many times to describe the status of the markets. Never has that seemed more true than in August. In Northern Iran/Iraq the Islamic State continues to gather momentum and the world expressed outrage at the murder of US journalist, James Foley. Towards the end […]

NISAs – The knockout punch for pensions?

So the 1st of July has been and gone with the most exciting event being Andy Murray’s failure to retain his Wimbledon crown, but something else happened on this day that might have gone unnoticed. As a result of the most radical budget for years, it was announced that from this date you could save […]

Thank you for vouching for us!

As a result of client reviews and ratings on the consumer website VouchedFor.co.uk*, my colleague, Gareth Rees has been voted in as one of the top 200** rated Independent Financial Advisers (IFAs) in the UK. Gareth says, “For me this award is especially significant because it has been attained after feedback from my clients. To […]

July Market Commentary

June was a good month for British and Chinese manufacturing, a disastrous month for General Motors (GM) and sadly, the England team who can now be found on the beaches of the Algarve. At least they escaped the anger directed at South Korea’s players, who were pelted with toffees on their return to Seoul! UK […]

No Will, No Way through the Inheritance Jungle

Almost two out of three Britons have not made a Will and risk leaving a financial nightmare for family members when they die, warns the Law Society. Research coinciding with ‘Dying Awareness Week’, published in May 2014 from the Dying Matters Coalition, revealed that only 36 per cent of British adults say they have written […]

HMRC boasts record level of additional tax after avoidance crackdown

HMRC has revealed a dramatic jump in its revenues thanks to its recent measures aimed at clamping down on tax avoidance schemes. During the course of the tax year 2013/2014, HMRC claims that it has generated an extra £23.9 billion in tax; a staggering figure, especially considering it puts them £1 billion ahead of a […]

Work experience at GEM & Co

July is always a busy time in our office because we are helping our work experience students experience different aspects of the work we do and give them a sense of what career prospects exist in the financial sector. We have two students this year – one from Ursuline High School and one from Wimbledon […]

Thank you for vouching for me!

As a result of client reviews and ratings on the consumer website VouchedFor.co.uk*, I have been voted in as one of the top 200** rated Independent Financial Advisers (IFAs) in the UK. For me this award is especially significant because it has been attained after feedback from you, my clients. To have this recognition by […]