Blog
Budget – March 2021
We are delighted to provide our summary of the key announcements in the Budget 2021 statement, made on Wednesday 3 March. The structure of this Budget, like its predecessor, was driven by the pandemic’s impact on the economy. With some form of lockdown continuing over...
Ethical Screening Questionnaire
Introduction Investing ethically requires analysis of your social and environmental concerns as well as your financial needs. Each ethical fund has its own ethical investment criteria, so your financial advisers need to understand what issues are of concern to you in...
Mortgage and Protection Agreement
This document sets out the basis on which we will conduct Mortgage & Protection business with you on your behalf. It is an important document and we would ask you to read it carefully and if you are unsure of any of its terms please ask. This document has been...
Personal Client Agreement
This document sets out the basis on which we will conduct Investment, Pension and Protection business with you on your behalf. It is an important document and we would ask you to read it carefully and if you are unsure of any of its terms please ask. This document has...
Cash Flow Planning
Think of cash flow planning as a Sat Nav for your financial plans. It underpins most of the advice we provide and helps us map out the journey you wish to take. Just as you wouldn't set off to a new destination in your car without some form of navigation, we...
Graham – 2021 Top Rated Adviser – Vouched For
Due to the strength and numbers of Graham's client reviews on the independent website - www.VouchedFor.co.uk, he has achieved the accolade of Top Rated Adviser for 2021. The attached report summarises Graham's profile and reviews.
Charting an eventful year for investing
Financial markets gave investors a rollercoaster ride in 2020, with a sharp dip at the start of the health crisis followed by a swift recovery. The experience reminds us of four important investment principles. The attached document from Omnis Investments looks at...
Autumn 2020 – Vouched For Certificate of Excellence
Vouched For present each adviser achieving over 10 new reviews in a rolling 12 month period (whilst maintaining an average review score of 4.5 out of 5 or more) with a Certificate of Excellence. Graham has achieved this now on 17 occasions since joining...
Do your passwords pass the password test?
In this modern world, the internet brings us lots and lots of advantages. Unfortunately, the downside is that cyber crime is becoming an increasingly serious issue. Safeguarding the computers and devices you use, such as your PCs, laptops, tablets and smartphones, is...
Completing the Risk Profile Questionnaire
At Wolds Financial Planning, we place a huge emphasis on the security of client data. We also strive to deliver the best on-going service that we can to our clients and through teaming up with 2Plan wealth management ltd, we have access to their client access...
Using the Client Access Portal
At Wolds Financial Planning, we place a huge emphasis on the security of client data. We also strive to deliver the best on-going service that we can to our clients and through teaming up with 2Plan wealth management ltd, we have access to their client access...
A Spring Affair
The Spring is a time for the traditional Spring Clean of one’s home – dusting the tops of shelves seldom reached, clearing out forsaken attics and decluttering overflowing wardrobes replete with outfits that no longer fit or suit. We often neglect other areas of our...