You are a small businessman who has built up a nice little company but you are no spring chicken anymore. You are fed up of the uncertainties surrounding Brexit and worried about what sort of government might emerge should there...
Eastcote Wealth Management News
News
Lessons of the Woodford mess (Birminham Post article 27.06.2019)
When investment managers reach near cult status it is time to be wary. Neil Woodford has been taking a kicking in the wake of a mass exit from his flagship Equity Income fund, tumbling from £10.2 billion under management to...
EWM Team Takes First Prize
Well done to the EWM quiz team, winners of the Higgs & Sons annual charity quiz for 2019, beating off 32 competitors to take the prize. There was a particularly strong showing from new squad member Ella Chancellor whose knowledge...
Eastcote Wealth hit Double Top For Charity
EWM staff held their annual Darts Night at the Bulls Head in Barston last week. A fun night for everyone and a good way to introduce some of the newer members of staff to the delights of David Fleet’s MC-ing...
More Exam Success for EWM People
Congratulations to all our employees who have had all their hard work rewarded by passing Personal Finance Society examinations recently. All our Trainee Advisers, Harte Thind, Alex Haynes & James Luke, are progressing through their apprenticeships and have passed a...
Congratulations: Naomi passes to become adviser qualified
Congratulations to Naomi Fielder who recently passed her latest PFS exam which brings her up to level 4. This means she is now qualified to give financial advice. This is the culmination of many years of hard work, studying and...
Moyra Brown – 20 years and counting
Eastcote Wealth staff got together last week to commemorate 20 years at the company for Moyra Brown. Moyra has covered many roles over the years with EWM and its predecessors and has done them all with dilligence and good humour...
New ruling tax threat to some pension transfers (Birmingham Post article 27.12.2018)
Defined benefit (DB) transfers have surged since the introduction of pension freedoms. It is reckoned that more than 100,000 people have left their final salary pension in the past 12 months, and rising. According to Retirement Planner, there are a...
Be sure to make the most of your State Pension (Birmingham Post article 20.12.2018)
Looking to maximise your income in retirement? A good place to start is with your State Pension. If you’re not getting the full amount or are not on track for it, then, as highlighted in Royal London’s State Pension Guide...
Don’t panic if shares plunge (Birmingham Post article 13.12.2018)
They say timing is all … but few are lucky enough to call the Stock Market so trying to dip in and out is never advisable. Understandably, the recent setback in equity markets has unnerved some people, with clients wondering...