Budget Highlights 2015

You will have found it difficult to miss the budget on 18th March, when George Osborne set out his final budget before the General Election in less than six weeks’ time.  You will have seen many a summary by now, but here are the most salient points: Income Tax & Capital Gains Tax -The personal […]

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4th quarter review of 2014

Following on from the first day of trading for 2014 when the FTSE 100 stood at 6730, the FTSE 100 hit its highest at 6878 on the 15th May 2014, fell to its lowest at 6182 on the 16th December 2014 and closed the year at 6566.      So as we look back over the last […]

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2014 Third Quarter Update

Following on from the first day of trading for 2014 when the FTSE 100 stood at 6730, the FTSE 100 fell to its lowest at 6449 on the 3rd February 2014 and at the time of writing stands at 6623. So as we look back over the third quarter of 2014, what has happened? After […]

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2014 Second Quarter update

Following on from the first day of trading for 2014 when the FTSE 100 stood at 6730, the FTSE 100 fell to its lowest at 6449 on the 3rd February 2014 and at the time of writing the FTSE 100 stands at 6743. So as we look back over the second quarter of 2014, what […]

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Budget Highlights 2014

Chancellor George Osborne unveiled his 5th Budget amidst signs of growing levels of confidence in the UK’s economic condition. Driving home the message that the economy is recovering faster than forecast, he announced that the Office for Budget Responsibility had revised its economic growth forecast upwards from 2.45 to 2.7% for 2014. The Chancellor also […]

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2013 – 4th quarter update

Following on from passing 6,000 on the first day of trading for 2013, the FTSE 100 peaked at 6875.62 on the 22nd May 2013 and at the time of writing the FTSE 100 stands at 6733.34. So as we look back over 2013, what has happened? The US did not fall over the fiscal cliff: […]

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Moving Offices

I have been asked over the last month or so if I play golf. The answer is ” I do now”. I am delighted to inform you that as of December 16th this year we are moving offices to the South Winchester Golf Club. Postal address and telephone number below. We have now taken a […]

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LOCAL SUPPORT HELPS JCF TO BE RATED IN THE UK’S TOP 200

Winchester based Independent Financial Adviser, Kit Finney of JCF Financial Services Ltd has been voted as one of the top 200 Rated Independent Financial Advisers (IFAs) in the UK by his clients and his achievement will be announced in The Times on Saturday 19th October. Comments from Kit: “There are over 20,000 Independent Financial Advisers […]

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How beneficial are low interest rates to the economy?

It’s now been more than four years since interest rates were reduced by the Bank of England to help stabilise the economy. It’s certain that the majority of us didn’t think that we’d still be looking at a base rate of 0.5% in 2013! There are some obvious benefits to low interest rates, notably for […]

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Need a pension? go to Tesco

Last month saw Tesco announce that it will provide an annuity comparison service. The service, if approved by the FCA, will be an online comparison service. Annuities are created as a means to take the benefits from a pension. Instead of using a drawdown arrangement, where income is drawn from the investment in the pension, […]

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