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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...

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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...

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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...

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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 the forefront of...

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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...

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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...

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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...

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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...

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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...

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Shore Financial Planning’s Ben Yearsley on The Budget

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...

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UK base rate increases to 0.5% – about time!

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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Dividend growth over ten years easily beats inflation

The release of the latest Capita Dividend Monitor highlighted the importance of income in the UK market. The £33.3 billion paid in the second quarter was the largest on record and was 14.5% up on the same period last year. Once stripping special dividends and the...

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Trish Deykin Send-off Event

To support our wonderful, inspirational friend and MS sufferer, Trish Deykin, reach her goal of competing in both the European and World Triathlon Sprint Championships this year, Pilgrims Ice Cream are hosting a send-off party and everyone is invited. They’ll be...

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Shore Financial Planning’s Ben Yearsley on Trump

So ‘The Donald’ has done it. Much to the confusion of the pollsters, the liberal media and the watching world, Donald Trump has done what few thought possible and will be the next president of the United States. He was aided by a very unpopular democratic candidate....

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Shore Financial Planning’s Ben Yearsley on Base Rates

With base rates cut to unprecedented low levels of 0.25%, investors are finding it increasingly difficult achieving a reasonable level of income from their deposits and investment portfolio. Cash rates of 1.5% are the maximum that can be expected from bank accounts –...

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Shore Financial Planning’s Ben Yearsley on Brexit

As I write this at midday on Friday June 24th, the stock market has recovered some of its poise. Financial stocks that were 25% – 30% down at the market open have recovered somewhat to be only down 20%. The FTSE 100 opened down 8% and is now about 4.5% down. The...

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Shore Financial Planning Team Attempt ‘FireWalk’

Shore Financial (Plymouth) Limited are raising money for Devon & Cornwall charity ‘Twelves Company’ in a bid to raise important funds for the good work they do. On Friday February 26th, at the Life Centre in Plymouth, SFP employees Jon & Alison Treharne along with...

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Shore Financial Planning’s Ben Yearsley on India

India                        The recent visit of the Indian Prime Minister Modi has reignited interest in the Indian investment story. It is one that is unique in the world as it is an emerging market story with a population of over one billion that largely speak...

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Clients Only Area

Shore Financial Planning are pleased to have launched an area of our website for clients only. In this section we have included some factsheets with information on various topics, including the latest pension rules, an explanation of NISAs and also how to choose an...

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Shore Financial Planning’s Ben Yearsley on the markets

Markets have been weak cialis holland apotheke. Commodity prices are still falling. Currency wars are endemic. On the face of it, not a great time to be an investor. The last week’s focus has been on China with volatility in stock markets caused by a sharp...

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Shore Financial Planning – Opening Party

Shore Financial Planning held their office opening party in June where clients and associates were welcomed to enjoy canapés and pasties. Thanks to everyone who attended what turned out to be a memorable evening. We are currently planning our next event.  

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