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SHORE FINANCIAL PLANNING – CHRISTMAS AND NEW YEAR MESSAGE

It’s the time of year for reflection and looking ahead, a short twelve months since I wrote in a similar vein. Since my last message we have received worrying news of a new variant ‘Omicron’.  We continue to be prudent in how we interact with our clients. We have had...

Shore Financial Planning’s Ben Yearsley on The Budget

That was a fairly quiet budget in the end. Lots more spending and very little in the way of tax rises in the 2021/22 tax year. Tax rises are planned for the following years; stealth personal tax rises through freezing of allowances is one of the main money grabbers...

Shore Financial Planning – Managing Director’s Message

It’s that time of year for reflection and looking ahead. This time, of course, everything seems more momentous than in previous years (I won’t use the word “unprecedented” for reasons which will become apparent). Since my last message we have received good news on...

Shore Financial Planning – Managing Director’s Message

As lockdown continues to ease, so the markets continue to stutter upwards from the doldrums three months ago. There will no doubt be twists and turns both domestically and internationally as the economic implications of Covid-19 play out, and I reiterate the...

Shore Financial Planning – Managing Director’s Message

As we await Sunday’s ‘lockdown’ update from the government, please be assured that none of the measures adopted by Shore Financial Planning as a result of Covid-19 will be changed overnight. I will continue to put the welfare of clients and staff at...

Shore Financial Planning – Managing Director’s Message

I am mindful from a business perspective how lucky we are to have remained as unaffected as we have been, thus far. There are many businesses who are reliant on new clients and thousands who have had to close their doors to business altogether. Whilst our revenue is...

Shore Financial Planning – Managing Director’s Message

It’s time to get your cars topped up with fuel, they’re paying us to take the stuff now. OK, maybe we are not at that point, but the Oil price turned negative this week, more on that later. Thank you to those of you who took the trouble to listen to our webinar last...

Shore Financial Planning – Managing Director’s Message

Since I last communicated, Covid-19 has struck at the heart of our government and the lockdown goes on. The markets continue to swing daily. As such, it is paramount wherever possible to avoid tinkering with portfolios whilst this volatility prevails. There are...

Shore Financial Planning – Managing Director’s Message

I plan to keep in touch on a regular basis. Markets have continued their volatility and Boris Johnson has effectively ‘locked down’ the nation. The positive and swift response by western governments to this crisis has been noteworthy, not least to the investment...

Managing Director’s Message

I wanted to contact you with my thoughts on the implications of the virus on investments generally, and our business specifically. From an investment perspective, I hope you have taken reassurance from the comments made by Ben, either via our internal communications...