Collating data on existing plans and investments for a client is usually part of our initial process of helping a client meet their financial planning objectives.
Under the current guidance, we expect to be available to offer face to face meetings from 17 May 2021.
The Budget was originally planned for October 2020; sensibly, though, this was cancelled because of the difficulty of implementing economic measures and changes when the pandemic situation was changing so rapidly.
The vast majority of workers in the UK are likely to be saving into a pension plan, thanks to workplace pension legislation.
You might have seen the topic of negative interest rates mentioned in the press in early February 2021.
Gaining real information about what is happening in our rather topsy-turvy world is not as easy as it once was.
Continuing to provide financial planning advice through National Lockdown 3
January has begun, admittedly in lockdown, and 2021 is now underway.
First of all, we send our New Year greetings to all our clients, professional contacts and blog readers as we head into January 2021 and the start of the new year.