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1825 Financial Planning · Financial Planning · Based in Crewe, Cheshire
1825 Financial Planning
Balancing finances while living with an invisible illne...
March was Endometriosis awareness month – to help shine a light on the issue we teamed up with Standard Life (who are partnered with Endometriosis UK) to discuss some of the financial side effects tha...
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1825 Financial Planning
Investment Insights from 1825 – Trade Tariffs
Life’s certainties Many an educated man has theorised on the certainties of life, each of them reaching the same conclusion. It was Daniel Defoe, author of Robinson Crusoe and, later, statesman and po...
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1825 Financial Planning
Jones Sheridan recognised in the New Model Adviser Top ...
We are delighted to announce that Jones Sheridan have, for the third year running, been listed in the Top 100 Advisors by New Model Adviser in their 2015 awards.This is fantastic news for Jones Sherid...
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1825 Financial Planning
Changes to the pension rules and how they may affect yo...
As you may be aware, there have been a number of changes to the pension rules recently. Some of these are already in effect; others are due to come into effect from April 2016. Changes effective since...
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1825 Financial Planning
Pension fees again in the spotlight: when was the last ...
Pension fees have again come under the microscope in the popular press over the last month. A report on European pension funds indicated that excessive charges could be damaging the savings potential ...
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1825 Financial Planning
Do you know your pension pot value?
Hopefully, if you are a Jones Sheridan client, then the answer will be a resounding ‘yes’! However, there is current research which claims that some over-50s are not so sure when it comes to knowing h...
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1825 Financial Planning
The Chinese economy and its impact on world markets
Jones Sheridan clients may have seen the reports of a ‘Black Monday’ in world markets towards the end of August, as the Chinese market dipped sharply and several world markets followed suit. How and w...
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1825 Financial Planning
Auto enrolment: encourage clients and businesses to beg...
We would like to remind all of our clients and connections that the staging dates for SME businesses to comply with the requirements of auto enrolment are fast approaching. Firms will need to have a w...
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1825 Financial Planning
Predictions for ‘less generous’ state pension emphasise...
Jones Sheridan clients may have seen recently quoted research in the national press regarding a less-than-rosy future for the state pension. The research, which was carried out by Aegon, predicted tha...
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1825 Financial Planning
The Chinese economy and its impact on world markets
Jones Sheridan clients may have seen the reports of a ‘Black Monday’ in world markets towards the end of August, as the Chinese market dipped sharply and several world markets followed suit. How and w...
Read more »
1825 Financial Planning
More flexible ISAs
The Government has announced that as from 6 April 2016, investors will be permitted to withdraw and reinvest money held in both cash ISAs and stocks and shares ISAs. The Chancellor has also issued a ‘...
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1825 Financial Planning
Summer Budget announcements for businesses to take note...
For those of you who work with small businesses (or, indeed, are small business owners yourselves), we have taken a close look at the Summer Budget announcements that could particularly impact you ove...
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1825 Financial Planning
Rate rise talks being again!
Bank of England governor Mark Carney started the discussion around UK interest rates again in July, when he discussed them as part of a speech at Lincoln Cathedral. Speaking about the level interest r...
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1825 Financial Planning
Market Update – 25 August 2015
We thought it would be timely to issue a market update report in light of the recent sell off in equities and commodities and the subsequent falls in world stockmarkets. Overview The UK and US stock m...
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1825 Financial Planning
By-passing the spouse
Before the ‘pension freedoms’ were introduced, it was common practice for pension holders with reasonably substantial pension pots to divert their pension rights away from their surviving spouse if th...
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