News & Views

Autumn Budget

Short & Sweet! Click on the link below to see a summary of the Budget from the UK Government AUTUMN...

Retirement Planning for Women

The article below provides a useful insight into the challenges that women face in planning for retirement – AAII –...


Relative Returns Regardless of fundamentals, economic data or geo-political risk sometimes we can see an investment rise in value simply because...

Looking for Insurance

Gold Set to Shine? The following is an extract from our recent review of Gold as a possible holding for...

The Residence Nil Rate Band – downsizing, selling or gifting

In April this year we touched upon the introduction of the Residential Nil Rate Band (RNRB) and how this additional...

Fund Selection

Global Equity  This week provides an insight into some of the factors that we are looking for when we select...

Asset Classes

Return Ranges When looking at different asset classes and whether to include them in portfolios it can be easy to...

Saving for the next generation

Following the announcement that NS & I have closed their Children’s Bond with effect from 24th September, we have summarised...

Bull Run

Bull Markets & Beyond Over the last 30 years the FTSE-100 has had three major bull markets – the first...

ISA Inheritability

The tax benefits of ISAs are generally well known and understood, however their treatment on death is less so. The...

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    Financial Planning (Wales) Ltd
    62 Cathedral Road
    Cardiff, CF11 9LL

    Tel 02920 641 188
    Fax 02920 641 199