Kay Fisher - Later Life Independent Financial Adviser at Plan Money

Plan Money is featured in Morning Star. Worth a read. It focuses on pensions and ISAs.

ISAs vs Pensions: the IFA's View I spoke to Peter Chadborn, an IFA at Plan Money, whether the March Budget has shifted the landscape of saving for retirement

I have made it. I am now on Strood Cam :-

Stroodcam.co.uk – See when you can cross the strood Home Page Today’s Tide Times When can you cross? Tide heights are affected by the weather and can surprise you. If you absolutely must get across, and the predicted tide height is 4.9m or above, allow about 1 hour either side of the high tide time. Allow an extra 30 mins if it is over 5.5m. The bi...

This time the team at Plan Money are in the Gazette. No Christmas cards this year, but instead the money has been donated to the Trussell Trust. So proud of the team.

Colchester Foodbank prepares for 'most difficult' Christmas on record THE Colchester Foodbank has predicted a worrying spike in demand over the festive period, as for the first time in history, demand is outweighing…

We are in "The Times" today regarding - Inflation, wars, a tech boom: are your investments ready for anything?

Inflation, wars, a tech boom: are your investments ready for anything? If there is one thing that is certain about the stock market, it is that it does not like uncertainty.With so many burning questions around — when, and at what

Congratulations to Susanne Grimwade, Head of Wills, Life Planning and Probate who has been recognised in Legal 500 2022 Rankings as a Leading Individual.

Testimonials describe her as "professional, knowledgeable, caring and compassionate. A rising star" as well as "a stand out individual".

Read more about the rankings here: https://www.fjg.co.uk/blog/legal-500-2022-rankings/

Plan Money are in the press again today. This time it is about LifeStyling - what is it?

What is Lifestyling? You may not be aware that your company pension scheme reduces your risk exposure as you get older. Here's what you need to know about lifestyling

https://www.dailymail.co.uk/money/mortgageshome/article-9764679/Equity-release-borrowers-15-years-ago-paying-TWICE-today.html

This is an interesting read regarding Equity Release.

Equity releasers from 15 years ago are paying TWICE as much interest Interest rates on equity release have dropped from 6.8% in 2013 to 3.3% today, according to Key, as the market is atoning for its past bad reputation with more flexible plans - but some still regret doing it.

Plan Money are featured in the FT Adviser again today. Interesting article about "passing on your wealth".

How to consider future generations when passing on wealth Financial advisers who turn a blind eye to the future potential of clients children do so at their peril as cash strapped youngsters who cannot afford advice now can become a lucrative source of business in their 50s

Interesting read and the timing is good based on the fact we are fast approaching the end if this tax year.

Rishi Sunak urged to use the Budget to fix Britain's broken Isa system The Chancellor should use next week's Budget to simplify the Isa system and scrap the trend of having one for 'almost every day of the week', savings industry experts have said.

Many people first undertake serious financial planning when wanting to make sense of a number of pension schemes they have accumulated over the years. This article, which Plan Money contributed to, highlights the importance of considering dealing with an actual adviser, a real person, rather than a purely technology driven service.

Pension consolidators - a threat to the advice industry The advice market is facing a growing threat from pension consolidators who are aggressively advertising to potential adviser clients commentators have warned