David Phillips Financial Planning

19/10/2023

Are you at the point in life where you are wondering how to stay in your home for as long as possible if you need long-term care? If so then this interesting article is the one for you.
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You may assume that if you needed some form of long-term care, you would have to move into a care home or nursing home. But that may not be the case: receiving care in your own home can be enough to help solve the problems you’re dealing with.

19/10/2023

Read this interesting article about how to support employees’ financial wellbeing in the cost-of-living crisis.

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Most owners of small and medium-sized enterprises (SMEs) care deeply about the wellbeing of their staff – whether that’s mental, physical or financial. They can also see how much these areas impact an individual’s performance at work. Financial wellness is a particular worry as the cost-of-liv...

03/01/2023

Read this interesting post on how to - Make 2023 less taxing: the financial habits to get into now.

Many of us will have a money-related goal among our New Year’s Resolutions. It’s a perfect time of year to break old money habits and make some new ones. “Getting into good tax and financial habits help make your life so much easier,” says Tony Clark, Senior Propositions Manager at St. James...

03/01/2023

What is an ISA?: ISAs remain one of the most popular ways to save and invest for the future.

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03/01/2023

Happy New Year from David Phillips Financial Planning.

11/10/2022

Read this interesting article about dealing with daily life's financial 'ups', especially If you’re mulling over what to do with some extra money.

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Just as your investments will rise and fall over time, so too will your disposable income. There may be times when you come into unexpected cash, but also periods when you need to be more careful.

11/10/2022

What is the dividend allowance?: If you earn money from investments, you can enjoy tax-free dividends of up to £2,000 per year.

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29/09/2022

Have you ever wondered what has changed about retirement today compared to 30 years ago? If so then read this really interesting article to find out more.

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It’s Pensions Awareness Week, which aims to encourage people of working age to take notice of their pensions and start planning for retirement.

29/09/2022

How do you invest to turn your goals into reality? Investing for your journey involves taking the long-term view.

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12/09/2022

We are deeply saddened to learn of the passing of Her Majesty Queen Elizabeth II. Our thoughts and condolences are with the Royal Family, the Country, the Realms, and the Commonwealth during this period of national mourning.

28/06/2022

Could a short-term focus be jeopardising your financial goals? Read this interesting article to find out more.

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It was conducted in the early 1970s by Walter Mischel, a professor at Stanford University, and involved placing subjects – children aged 3-5 – alone in a room and presenting them with a simple choice: to eat the marshmallow in front of them right away or hold out for 15 minutes and receive two a...

28/06/2022

Responsible Investment: Building a better future with property investments.

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