News & Views

Retirement Planning – ISAs, LISAs or Pension

From 6th April 2017, the traditional retirement planning wrappers of Pensions and ISAs were augmented by the Lifetime ISA or...

The Reduced Dividend Allowance

From 6th April 2018, the dividend allowance will reduce from £5,000 to £2,000. This will have implications for how business...

Patience Required

Woodford Patient Capital Trust Click on the link below to read our recent review of Neil Woodford’s Patient Capital Trust...

Negative Long Term Returns

US Equity Market  We like to use the US market as a proxy for global equities and where they may...

Alternative Funds

Long-Short?  You may have heard us talk about Long-Short funds recently and perhaps wondered what these are and how they...

US presses forward – is it sustainable?

This week US stocks advanced to record highs as corporations signalled that the largest tax overhaul in thirty years should...

Stay Focused

Great Article from Investing.Com Over the coming months we will be making a few changes to our website and will...

Annual Newsletter

“This Time It’s Different” As you will know we have over the last few years remained cautious; looking back at...


Just a short note this week to wish you all a Merry Christmas and a Happy New Year! The office...

Woodford Funds – Market Madness

As one of Britain’s most recognisable Fund Managers, who is responsible for around £15.5bn of assets, Neil Woodford’s name still...

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    Financial Planning (Wales) Ltd
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    Cardiff, CF11 9LL

    Tel 02920 641 188
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