Thoughts and Articles

09 / 12 / 2019
Reviewing Your Needs and Goals - November/December 2018

Take the time to think about what you really want from your investments. Anything is possible when you manage your money the right way.

08 / 12 / 2019
Investment Planning - CS Talking Money March/April 2019

Successful saving and investing is arguably a lot like exercise – no pain, no gain. As is the case when undertaking a new fitness regime, if you properly commit yourself and stick to it, the eventual outcomes can be very rewarding.

07 / 12 / 2019
Retirement Options - CS Talking Money March/April 2019

The ‘pension freedom’ changes of April 2015 represented a complete shake-up of the UK’s pensions system, giving people much more control over their pension savings than before.

05 / 12 / 2019
Investment ISAS- CS Talking Money March/April 2019

Each tax year, from the age of 16 we are each given an annual Individual Savings Account (ISA) allowance. We’ve answered some typical questions we get asked about how to best use the ISA allowance to help make the most of the opportunities as this tax year draws to a close.

02 / 05 / 2019
Retirement - CS Talking Money March/April 2019

Over time, with life expectancy and the cost of living rising, it could mean that some retirees are at risk of running out of pension income in later life. So what can you do to make sure that you have a big enough pension?

22 / 04 / 2019
Stephen Jones Appointed to National Board of the Enterprise Investments Scheme Association

We are pleased to announce that after being sought for this prestigious position and undergoing some of the most rigorous checks, Stephen Jones was appointed to the National Board of the EISA.

12 / 12 / 2018
Offshore Income and Gains

30 September 2018 - a vitally important date for all those who have, previously undisclosed offshore income and gains. This is the date by which clients will have had to disclose income and gains and settled any tax liabilities arising.

12 / 12 / 2018
Stephen Jones named as Financial Adviser of the Year 2018

Stephen Jones wins the Financial Adviser of the Year crown sponsored by LightTower Partners at 2018 Growth Investor Awards.

07 / 02 / 2018
Reaching Your Long-Term Investment Goals

A key to successful investing is to remain focused on your long-term objectives and not let short-term trends distract you. Holding onto your investments when times get tough is a proven strategy for staying on track.

07 / 02 / 2018
Turbo Charge Your Pension

Pensions and Individual Savings Accounts are popular ways of saving tax-efficiently, but they are very different from each other – particularly in how they are taxed.

07 / 02 / 2018
Asking the Difficult Questions

I confess I like the questions to be SMART, but not with the traditional business meaning, instead those with a personal resonance linking the goals (Treasured by you, Memorable to others, Awesome in scale and Requiring your Single-Minded dedication to achieve them).

17 / 01 / 2018
The Diary of a Financial Adviser

It is Monday morning, which means it's Citizens Advice Bureau time. There are two clients, one of whom has £400,000, but still thinks he can use CAB for free.


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