Investment and Financial Planning...it’s personal!

12 October 2017

Years back when I did my many industry exams, some of the text books’ covers referred to ‘Personal Financial Planning’ and then the individual specialist topic, such as pensions, investment, protection and the like.


Harvest Time

02 October 2017

Many of you will know that I achieve a lot of writing, especially when I am away.


Autumn 2017 Newsletter

18 September 2017

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Boomerang Budget or Statement!

15 September 2017

I went through my Twitter account (@ChaptersMoney) to see what was happening in the world, only to find The Chancellor announcing the date of his Autumn Budget on 22 November 2017.


Downsizing

01 September 2017

I always aim to make these blogs topical and this is on many occasions influenced by the enquiries that we receive at Chapters Financial.


What to talk about on the radio?

16 August 2017

Some of you may know that I have had the pleasure in providing some expert views across Surrey and Sussex on the radio for over a decade.


Staying the course

04 August 2017

There is much on the pages of our website advocating the good asset allocation of funds to meet your attitude to investment risk.


Not enough tax!

19 July 2017

'Tax doesn't have to be taxing' is the slogan that was used by our tax collectors to engage the general public in completing and paying their taxes correctly and in good time.


State Pension Age Increase July 2017

19 July 2017

With the summer recess for Parliament starting on the 20 July 2017, there was just enough time to slip out a major change to the State Pension


What’s in a word? Direction or discretion?

03 July 2017

They sound like fairly innocuous words don’t they - direction or discretion? In many situations, you might be quite happy to leave a death benefits decision to the discretion of someone you trust.