It’s never a bad time to save money into a retirement fund, however there are big changes coming to pensions in 2019, which you may want to read up on…

Adam Willerton

December 19, 2018

Charles James, In The News, Money Management

How To Avoid Online Scams This Christmas

Adam Willerton

December 19, 2018

Charles James, In The News, Money Management

As Christmas approaches, experts highlight the dangers of shopping online with unknown retailers.

Adam Willerton

November 29, 2018

Charles James, In The News, Money Management, Wills, Tax, Savings and Investments, Retirement, Property and Mortgages, Pensions, Interest Rates, Insurance, Employee Benefits

Charles James Named in FTAdviser's Top 100 Financial Advisers 2018

Adam Willerton

November 29, 2018

Charles James, In The News, Money Management, Wills, Tax, Savings and Investments, Retirement, Property and Mortgages, Pensions, Interest Rates, Insurance, Employee Benefits

Charles James Financial Planning is delighted to announce our inclusion into FTAdviser’s Top 100 Financial Advisers 2018!

Adam Willerton

November 20, 2018

Charles James, Insurance, In The News

Travel Insurance For Ski Season

Adam Willerton

November 20, 2018

Charles James, Insurance, In The News

As ski season approaches, The Foreign Office has advised that they are not able to pay the medical bills of British skiers that are injured on the slopes, making comprehensive travel insurance all the more important.

Adam Willerton

November 16, 2018

Savings and Investments, Charles James, In The News, Interest Rates, Money Management

Brexit: The state of Play

Adam Willerton

November 16, 2018

Savings and Investments, Charles James, In The News, Interest Rates, Money Management

With the outlook for Brexit constantly changing, the significant progress made on an exit deal this week takes us a step closer to leaving the EU, but what comes next?

Adam Willerton

October 30, 2018

Budget 2018, Savings and Investments, Tax, Property and Mortgages, Money Management, In The News, Charles James, Employee Benefits

Autumn Budget Recap 2018

Adam Willerton

October 30, 2018

Budget 2018, Savings and Investments, Tax, Property and Mortgages, Money Management, In The News, Charles James, Employee Benefits

We look through the key points from the Autumn Budget, with a focus on taxation, housing and welfare.

Adam Willerton

October 19, 2018

Charles James, In The News, Pensions

Pension Savers Set To Receive Better Returns

Adam Willerton

October 19, 2018

Charles James, In The News, Pensions

The Financial Conduct Authority (FCA) and The Pensions Regulator (TPR) stated this week that they would attempt to drive value for money for those in pension schemes.

Adam Willerton

October 12, 2018

In The News, Pensions, Retirement

UK Government To Address Pension Tax Anomaly

Adam Willerton

October 12, 2018

In The News, Pensions, Retirement

The Treasury has confirmed that it is looking at ways to change some of the ways in which pensions tax relief is provided.

Adam Willerton

October 5, 2018

In The News, Charles James, Money Management

A Timeline For Brexit

Adam Willerton

October 5, 2018

In The News, Charles James, Money Management

As we enter the final 6 months of the UK’s EU membership, we take a look at the coming months and break down each stage of the process.

Adam Willerton

September 17, 2018

In The News, Charles James, Employee Benefits, Pensions

Women Saving More Money into Pensions Than Men

Adam Willerton

September 17, 2018

In The News, Charles James, Employee Benefits, Pensions

According to new figures, women are saving a larger percentage of their income into a pensions than men.

Adam Willerton

September 12, 2018

Charles James, In The News, Wills

Why Writing Your Will Is So Important

Adam Willerton

September 12, 2018

Charles James, In The News, Wills

After Aretha Franklin passed away last month, details emerged that she did not have a will, leaving uncertainty over what will happen to her estate.

YouSay Social

September 5, 2018

Charles James, In The News, Insurance, Money Management, Pensions, Property and Mortgages, Retirement, Savings and Investments

No-Deal Brexit: Pensions, Savings and Mortgages

YouSay Social

September 5, 2018

Charles James, In The News, Insurance, Money Management, Pensions, Property and Mortgages, Retirement, Savings and Investments

Just seven months remain until the UK leaves the European Union, and with an ever increasing chance of a “No-Deal Brexit”, we take a look at what that means for you.

YouSay Social

August 10, 2018

Charles James, In The News, Savings and Investments, Retirement, Property and Mortgages

What The Interest Rate Rise Means For You

YouSay Social

August 10, 2018

Charles James, In The News, Savings and Investments, Retirement, Property and Mortgages

Despite the base interest rate increasing in November 2017 - the first increase in more than a decade - the Bank of England has announced another increase.