Select Page

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...

A Christmas message from Shore Financial Planning’s Ben Yearsley

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...

Congratulations Ellie Summers – 5-year service

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...