Kay Fisher - Later Life Independent Financial Adviser at Plan Money

29/03/2023

Plan Money is featured in Morning Star. Worth a read. It focuses on pensions and ISAs.

I spoke to Peter Chadborn, an IFA at Plan Money, whether the March Budget has shifted the landscape of saving for retirement

02/03/2023

I have made it. I am now on Strood Cam :-

Home Page Today’s Tide Times When can you cross? Tide heights are affected by the weather and can surprise you. If you absolutely must get across, and the predicted tide height is 4.9m or above, allow about 1 hour either side of the high tide time. Allow an extra 30 mins if it is over 5.5m. The bi...

22/11/2022

This time the team at Plan Money are in the Gazette. No Christmas cards this year, but instead the money has been donated to the Trussell Trust. So proud of the team.

THE Colchester Foodbank has predicted a worrying spike in demand over the festive period, as for the first time in history, demand is outweighing…

01/03/2022

We are in "The Times" today regarding - Inflation, wars, a tech boom: are your investments ready for anything?

If there is one thing that is certain about the stock market, it is that it does not like uncertainty.With so many burning questions around — when, and at what

12/10/2021

Congratulations to Susanne Grimwade, Head of Wills, Life Planning and Probate who has been recognised in Legal 500 2022 Rankings as a Leading Individual.

Testimonials describe her as "professional, knowledgeable, caring and compassionate. A rising star" as well as "a stand out individual".

Read more about the rankings here: https://www.fjg.co.uk/blog/legal-500-2022-rankings/

21/09/2021

Plan Money are in the press again today. This time it is about LifeStyling - what is it?

You may not be aware that your company pension scheme reduces your risk exposure as you get older. Here's what you need to know about lifestyling

08/07/2021

https://www.dailymail.co.uk/money/mortgageshome/article-9764679/Equity-release-borrowers-15-years-ago-paying-TWICE-today.html

This is an interesting read regarding Equity Release.

Interest rates on equity release have dropped from 6.8% in 2013 to 3.3% today, according to Key, as the market is atoning for its past bad reputation with more flexible plans - but some still regret doing it.

21/05/2021

Plan Money are featured in the FT Adviser again today. Interesting article about "passing on your wealth".

Financial advisers who turn a blind eye to the future potential of clients children do so at their peril as cash strapped youngsters who cannot afford advice now can become a lucrative source of business in their 50s

25/02/2021

Interesting read and the timing is good based on the fact we are fast approaching the end if this tax year.

The Chancellor should use next week's Budget to simplify the Isa system and scrap the trend of having one for 'almost every day of the week', savings industry experts have said.

23/02/2021

Many people first undertake serious financial planning when wanting to make sense of a number of pension schemes they have accumulated over the years. This article, which Plan Money contributed to, highlights the importance of considering dealing with an actual adviser, a real person, rather than a purely technology driven service.

The advice market is facing a growing threat from pension consolidators who are aggressively advertising to potential adviser clients commentators have warned