Dec 9, 2019 | News
2020 views and outlook To recap on last year’s views I said there were three things to watch for in 2019; Brexit, US China relations and US interest rates. It wasn’t rocket science saying these were the important things to watch out for, and frankly they have been the...
May 23, 2019 | News
This month Ellie Summers celebrates five years of service with Shore Financial Planning in Plymouth. Ellie has been a key part of SFP’s continued growth, from a small provincial IFA to a nationally recognised organisation overseeing in excess of £150 million of...
Mar 14, 2019 | News
Chancellor Philip Hammond spent much of today’s spring statement warning about the effects of a no deal Brexit. At the same time he was extolling the virtues and the strengths of the UK economy. I’ve no doubt the Chancellor had two statements prepared for today,...
Feb 28, 2019 | News
With the end of the tax year fast approaching, many will want to consider getting their tax and investment affairs in order sooner rather than later. Here is a handy guide to things you should be considering (in no particular order). Many tax efficient allowances are...
Dec 6, 2018 | News
As I reflect on last year’s views, it’s fair to say I got it reasonably wrong! I was correct about there being another leg of the bull market. In the US President Trump’s tax cuts propelled the US economy into stratosphere and the S&P to record highs driven in...
Nov 7, 2018 | News
So the pollsters got it partially right this time. However in the partisan US where President Trump divides opinion like no other before him maybe it wasn’t too difficult predicting the Democrats would win control of the lower house. The slight surprise, if you...
Oct 30, 2018 | News
In this budget the chancellor didn’t announce anything of huge significance for personal financial planning. The announcement with the widest impact is the increase in the Personal Allowance; from April 2019 to £12,500 (currently £11,850). The level at which higher...
Jan 23, 2018 | News
Shore Financial Planning (Plymouth) Ltd have now got ‘Cyber Essentials’ accreditation as a firm, following a rigorous application process. The ‘Cyber Essentials’ logo is now prominently positioned on our Home Page. This accreditation represents our assurance to...
Dec 18, 2017 | News
2017 has been fascinating in terms of what has and hasn’t performed well. Emerging markets have been the big success story driven by Chinese tech stocks and synchronised global growth. Alibaba, Tencent and Baidu have had a phenomenal impact, partly because of...
Nov 3, 2017 | News
In a widely expected move, the Bank of England’s Monetary Policy Committee (MPC) today raised rates for the first time since July 2007 from 0.25% to 0.5%. Ben Yearsley, Director, Shore Financial Planning: Today’s move had been heavily trailed by Governor Mark Carney,...
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