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Category: Wealth

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…

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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…

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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…

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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…

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TEN WAYS TO CHANGE YOUR FINANCIAL HABITS IN 2017

Category: Investments, Mortgages, Wealth, Wills, Trust and Powers of Attorney

For many, the start of a new year is a time of reflection and a renewed determination to do things differently in the months that lie ahead. Whilst overhauling your finances could seem less exciting than taking up a new hobby or challenge, it could make a big difference to your future wealth. CHECK YOUR MORTGAGE Often a family’s biggest monthly outgoing, it makes sense to check that you’ve got the best, most cost-effective deal for your circumstances. MAKE PENSION…

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