Shark-infested financial waters
Happy birthday to me, happy birthday to me… I’ve passed the 37th anniversary of sitting in my tiny home office in Georgeham wondering ‘what had I done’… however, those thoughts didn’t last too long, even with numerous trials and tribulations since! There are no regrets and indeed, some of those first clients are still...
Yet another Blue Planet letter
Dear Client and friendsI am immensely angry that despite warnings to the Trust in regard to the use of data from regulatory disclosures, many clients have received a second letter from Blue Planet. I wanted to assure clients that they have to do nothing as a consequence. Again I must issue a full letter...
Good news for client accounts
Well as expected, the Bank of England increased rates by the ‘biggest amount in 27 years’. It’s a tad disingenuous to say that 0.5% is ‘that’ but there we have it. And now headline inflation hits 10.1%, so I suppose in traditional economic terms the BOE will increase rates again (whether it is the...
2022 Summer Newsletter
Wealth & Investment Management Services
Funeral plans to finally be regulated by the FCA
Pre-paid funeral plans are finally and at long last being regulated following legislation passed by Parliament.
As of July 29, the FCA (Financial Conduct Authority) will regulate these plans and is authorising 26 providers. It is understood that together these firms hold about 1.6million plans, which makes up 87% of the market.
Regular readers of this...
Natural income, expensive homes and farewell Neighbours
Well it’s been better news on the markets these last few weeks, following the dismal conditions up till then. There is some dreadfully attractive value out there though. However, for the UK and underpinning our mantra regarding ‘natural sustainable income’ from your investments, dividends are holding-up really well.There were some large one-off payments last year, but...