News & Views

Half Year Report

Check out our Half Yearly Report by clicking in the link below Half Yearly Report 2018 Let us know if...

Financial Planning Wales

All Change! Over the coming weeks we will be making a few changes to our stationary and website; if you...

Anticipating Rate Rises 

Interest Rates As we entered 2018 there was lots of talk that the Bank of England was planning to raise...

Information Overload

Less is more! In the complex World that we live in things haven’t worked out quite as many thought a...

Safe Withdrawal Rate

The Safe Withdrawal Rate (SWR) was developed by William Bengen, a US based financial planner and is a method that...

Market Commentary

Market Conditions Two weeks ago we wrote to you regarding market conditions and the reasons for our current defensive view....

New Tax Year Update

The new tax year has afforded the following changes – Income Tax The personal allowance has increased to £11,850 and...

Market Commentary

Increasing Concerns After a break for Bank Holiday we have been reviewing market conditions and become increasingly concerned that we...

Spring Statement

Budget In Autumn 2016 it was announced that the UK was moving to Autumn Budgets; so after two Budgets last...

Rising Rates

Interest Rate Rises As you know interest rates are at a multi-year lows with the yield on 10 Year Gilts...

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

    Tel 02920 641 188
    Fax 02920 641 199