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Breadline to Deadline

Planning ahead is something we all do without thinking, from saving for holidays to who’s doing the washing up. Financial planning on the other hand can sometimes seem overwhelming or something to put off until tomorrow. BUT how would you pay the bills if you were sick or accidentally injured […]

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ANNUAL ALLOWANCES – A CHECKLIST FOR THE TAX YEAR-END

ANNUAL ALLOWANCES – A CHECKLIST FOR THE TAX YEAR-END With the tax year-end fast approaching, it’s time to make the most of your annual allowances. Use your ISA allowance Think about topping up your tax-efficient savings. The maximum amount that can be saved into an ISA this tax year is […]

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Life Insurance – Dos and Don’ts

When a loved one dies, the loss and turmoil experienced is traumatic enough but when the practicalities kick in, this loss can be compounded by the potential loss in income. Main breadwinner or stay at home parent, the financial implications can be huge. Statistics show that sadly one in 29 […]

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Latest Mortgage & Wealth Newsletters (Q3-2016)

Mortgage & Wealth Newsletters Here you will find the latest newsletters on offer relating to Wealth and Mortgage for downloading to read at your leisure. Please feel free to share with your friends/family to help keep them up to date with the latest financial news. Please follow and like us:

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The Seven Principles of Investing

The Seven Principles of Investing

INVESTING THROUGH VOLATILE TIMES RIDING THE TURBULENT SEAS OF FORTUNE This document is produced by ‘Old Mutual Wealth’ and is Downloadable in full format below Anyone who reads the papers knows that the world’s economies are going through a prolonged spell of volatility. It’s natural at these times for some […]

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Short Budget Summary 2016

Your Budget Takeaway There were whispers of big, headline-making changes in this year’s Budget and plenty of anticipation around what the latest overhaul of pensions might be. As it turned out, the Chancellor was dissuaded from causing more disruption to people’s retirement plans – for the time-being at least. So […]

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Economic Review | February 2016

Our monthly economic review is intended to provide background to recent developments in investment markets as well as to give an indication of how some key issues could impact in the future. It is not intended that individual investment decisions should be taken based on this information; we are always […]

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PENSIONS – Changes in the Financial Planning Landscape

PENSIONS CHANGES IN THE FINANCIAL PLANNING LANDSCAPE Since the introduction of the new pension rules in April, pension savers have been taking out around £27 million a day from their pots, according to the Association of British Insurers (ABI). Most commentators agree that there has been no rush to buy […]

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Help to Buy ISA’s for First Time Buyers

HELP TO BUY ISAS Many first time buyers struggling to save enough to put down a deposit for their first home will welcome the government’s new scheme to encourage home ownership. Called the Help to Buy Individual Savings Account (ISA), it launches on 1st December 2015. It is designed to […]

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10 good reasons to pay into a pension before April

10 good reasons to pay into a pension before April To help, I’ve put together 10 reasons why you may wish to boost your pension pots before the tax year end. 1. Immediate access to savings for the over 55s The new flexibility from April will mean that clients over 55 […]

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Trevor Branton is a registered individual of Clearwater Financial Planning Limited
who is an Appointed Representative of Intrinsic Financial Planning Ltd and Intrinsic Mortgage Planning Ltd,
which is authorised and regulated by the Financial Conduct Authority.
Intrinsic Financial Planning Ltd & Intrinsic Mortgage Planning Ltd is entered on the Financial Services Register under reference 440703 &440718

Clearwater Financial Planning Ltd is Registered in England & Wales Company Number 05764001

Registered Office - 56 Fore Street, Kingsbridge, Devon, TQ7 1NY