• Home
  • financial planning

Posts Tagged ‘financial planning’

New Year Resolutions and your finances

Are you like millions of others who set off each year with good intentions?  Do you pledge to loose weight, get fit, save more money, spend time with the family or travel more this year?

One of life’s Top Ten worries is money, so don’t think you are on your own.  Having a goal is just the start.  Working out how to do some of the things you want to in life and how this will affect you in later life is complicated.  That’s where we can help.

UK Inflation Set To Rise To 4% In 2017

UK Inflation Set To Rise To 4% In 2017

Inflation set to rise in 2017

UK inflation set to rise to 4% in the second half of 2017, largely driven by the plummeting value of the pound (GBP). 

The National Institute for Economic and Social Research (NIESR), expects consumer price inflation (CPI) to peak at 4% in late 2017, a sharp jump from the most recent reading of 1%.

UK Fund managers have largely agreed that inflation could leap as high as 5% over the next year, but warned this could impact badly on real wage growth and limit consumer spending in the short term.

Consumer price inflation has been nudging up gradually over recent months, reaching a 22-month high of 1% back in September.

Independent financial planning (IFA) service sets up in Newton-le-Willows

Professional Warrington IFA and Independent financial planning expert Mark Jones the Managing Director of Assured Wealth and Estate Planning Limited has launched a joint venture with New Brooklands estate agency, on the High Street in Newton-le-Willows.



Mark stated “The town currently has no provision from a fully qualified independent Warrington financial advisers.  Setting up in the village where I live makes sense from a personal and business point of view.  Assured Wealth not only provides advice, but we also run FREE workshops for the local community too.  Richard and the team at New Brooklands share the same customer service values, of honesty and customer service.”

Richard Ortyl the Director of New Brooklands said, “We looked at several IFA firms to launch our Warrington financial planning arm for our offices in Newton-le-Willows.  Mark was local, independent and his business has a real ethic of putting clients first, just like ours.  When Mark spoke about how his company helps people in all walks of life to achieve their goals we knew it was a good fit for our business.  Mark regularly makes himself available to chat through peoples plans at their own home, or here in the office”.

Autumn Statement 2015

In George Osborne’s Autumn Statement there were few big surprises and headline grabbing announcements we’ve recently come to expect.


In a combined Spending Review and Autumn Statement, changes to government departmental budgets dominated the Chancellor’s speech.

Day-to-day spending of government departments will fall by an average of 0.8% a year in real terms.

The transport (37%), energy (22%) and business (17%) departments are facing the largest cuts. The core administration budget for culture, media and sport will fall by 20% but there will be increased funding for the Arts Council and sport.

NHS spending in England will increase from £101 billion in 2015/16 to £120 billion by 2020/21, including £6 billion next year. It is also expected to make £22 billion in efficiency savings in the next 5 years.

The economic news was largely positive. The combined effect of better tax receipts and lower debt interest has resulted in a £27 billion improvement in public finances compared to July.

The government will borrow £8 billion less than forecast and aims to have a budget surplus of £10.1 billion by 2020.

GDP is forecast to grow by 2.4% this year and has been revised up from July to 2.4% in 2016 and 2.5% in 2017.

Apart from the economic update, the Chancellor did announce some measures that will affect businesses and individuals. The following report summarises the announcements made by Chancellor George Osborne during the 2015 Autumn Statement on Wednesday 25 November 2015.

Why Choose us

Icon1

Investment portfolio review

Icon2

Cash flow modelling

Icon3

Fully Independent

Icon4

FCA regulated

Icon5

Financial planning

Icon6

Estate planning qualified

Icon7

Pension transfer specialists

Icon8

Occupational pension specialists

Icon9

All types of mortgages

Icon10

Care fee planning

Icon11

Low cost fees

Icon12

Corporate planning

Icon13

Wealth management

Icon14

Retirement planning

Icon15

Inheritance tax mitigation