• (+44) 1525 874100
  • enquiries@toddingtonifa.co.uk
Get a quote
My Portal

Category: Protection

GDPR – General Data Protection Regulation

Category: Company Planning, Equity Release, Investments, Mortgages, Pensions, Protection, Wealth, Wills, Trust and Powers of Attorney

The aim of the GDPR is to protect all EU citizens from privacy and data breaches in an increasingly data-driven world that is vastly different from the time in which the 1995 directive was established. The General Data Protection Regulation (GDPR), was introduced in April 2016 by the Information Commissioner’s Office (ICO), and by May 2018 companies must comply with this regulation. Please read through the attached Customer Privacy Notice and E-Marketing Customer Consent Form to familiarise yourself with the…

Read More

Simply Wealth Summer 2017 Newsletter

Category: Protection, Wealth

HOW TO ACT YOUR (INVESTOR) AGE Whilst we are all aware of the age differences between the generations, we might not have thought about how our age bears any relation to our investments. However, the number of years you have left to invest can help you make the right decisions about how much and where to put your money. 20s AND 30s The financial habits you form during these years will determine whether you have a secure retirement, or will…

Read More

Simply Money Newsletter Summer 2017

Category: Pensions, Protection, Uncategorized

Working for yourself has never been so popular. According to figures from the Office for National Statistics, there are around 4.8 million self-employed workers in the UK. Whilst many of this number are young people seizing the opportunity to go it alone, some are in their 50s, 60s and even 70s. Being your own boss has many advantages, including the freedom to choose what type of work you do and when and where you do it. But it does mean…

Read More

THE GENERAL ELECTION JUNE 2017

Category: Company Planning, Investments, Mortgages, Pensions, Protection, Wealth

THE RESULT IS IN After seven weeks of campaigning and two electioneering suspensions, due to the tragic Manchester and London terror attacks, the jury – in the form of the electorate – has delivered its verdict. After a tense night, the Conservative Party has emerged as the largest party, however they have failed to reach the magic 326 seat mark which would give them a majority. Theresa May’s gamble has not paid off, this general election has failed to deliver…

Read More

YOUR WINDOW ON FINANCIAL MATTERS SPRING 2017

Category: Equity Release, Mortgages, Protection, Wealth

IS IT TIME TO REMORTGAGE WHILST RATES ARE STILL LOW? With the monthly mortgage payment representing a major chunk of the average family budget, it can make sense to shop around from time to time to see if there’s a better, more cost-efficient mortgage deal available to you. According to the Council of Mortgage Lenders (1), around 36,000 people remortgaged in November alone, up 13% on the year before. In some cases, homeowners can save hundreds of pounds a year…

Read More

LIFE COVER FOR COUPLES

Category: Protection

Couples have a lot of things in common, and that can include financial commitments like bank accounts and mortgages. However, when it comes to life insurance it can make sense for each partner to have their own separate policy. SINGLE VERSUS JOINT POLICIES A ‘single’ life policy provides cover for that person only, and pays out the amount of cover provided under the policy if the insured dies during the term of the policy. By contrast, a ‘joint’ policy covers…

Read More

ECONOMIC REVIEW FEBRUARY 2017

Category: Company Planning, Investments, Pensions, Protection

Our monthly economic review is intended to provide background to recent developments in investment markets as well as to give an indication of how some key issues could impact in the future. It is not intended that individual investment decisions should be taken based on this information; we are always ready to discuss your individual requirements. We hope you will find this review to be of interest. STRONG UPTURN INWORKPLACE ACTIVITY SEEN In the latest ‘Household Finance Index’ from IHS…

Read More