Thoughts and Articles

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24 / 10 / 2023
EIS On Trial

On Thursday 19 July 2023 GBI Magazine hosted a one-of-a-kind “EIS On Trial" webinar in an attempt to uncover advisers’ true feelings about the enterprise investment scheme. Ultimately, the decision came down to the Jury (the viewers).

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12 / 06 / 2023
Stephen Jones named as a finalist in the 2023 EISA Awards shortlisting

In another challenging year, but with one of the largest number of entries seen, Stephen Jones has been short-listed as one of the finalists in the Enterprise Investment Scheme Association Awards category of Best Financial Planner.

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17 / 12 / 2020
Winner - Growth Investor 2020 Awards

Stephen Jones wins the Financial Adviser of the Year Award 2020 for the second time. The only one to do in its history. The assessment process widely recognised as particularly rigorous with both peer benchmarking, client testimonials, and independent judges scrutinising the short-listed entries.

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12 / 12 / 2020
Does Your Family Know Where Your 'Box' is?

Too few of us have actually written a will. Far fewer of us think outside of the 'box' and do more to help our loved ones cope with the work after our death.

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16 / 11 / 2020
Stephen Jones named as a finalist in the 2020 Growth Investor Awards

Now in its sixth year, the Growth Investor Awards will be announced in December. Stephen Jones is competing for the highly-coveted Financial Adviser of the Year Award.

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19 / 10 / 2020
Another award for Stephen Jones

Stephen Jones has picked up another award for his expertise in financial planning. On this occasion it is the ‘Financial Planner of the Year’, from the EIS Association.

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02 / 10 / 2020
Pension Consolidation

I wrote this article originally for publication in 'What Investment' magazine in October 2020.

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20 / 09 / 2020
Man or Machine - to settle for 'robo-advice' or not?

What to consider when deciding whether to settle for 'robo-advice' or to seek a more human touch. There are insufficient qualified advisers for the UK population. When do you really need them?

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01 / 08 / 2020
What to do without Dividends

I originally wrote this article for 'What Investment' magazine in July 2020. It examines the impact of the dramatic cuts in dividends on income protfolios. A checklist of actions to consider is included.

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27 / 06 / 2020
Funding Care Costs in Later Life

A client and his wife were trying to plan for the future if either one of them required long term care. They had no children and wish to leave the majority of their estate to charity. They asked what should be their main considerations and what steps should they take?

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15 / 06 / 2020
Negative Interest Rates

Interest rates – not as simple as you might think… We are starting to talk about negative interest rates, which some nations already have in place and there is speculation that the UK might be next. What would negative interest rates mean for savers? How does it affect investors? Click to find out.

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20 / 05 / 2020
Eight steps to financial fitness

Now is the time to review and define your personal financial process. How ought you evaluate your systems? Which data should you keep? How should you approach making an impartial decision, unaffected by short-term wobbles, bias and results?

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