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Take a look at our latest thoughts and news below.
Blog posts
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February 12, 2025

Expect the unexpected!

If there’s one thing, we can all agree on, it’s that the stock market loves to keep us on our toes.
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December 18, 2024

Festive Thanks, Five Years, and a Little Fun!

As the year wraps up, I just wanted to say a huge thank you for your trust and support—it really means the world to me.
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October 31, 2024

October Budget 2024

I don’t see my job as reporting all the changes that have been announced in October's Budget, I will leave this to the press and broadcasters. Instead I have focused on the changes made to pensions.
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June 28, 2024

Dave Ramsey '7 Baby Steps'

I have put my own twist on Dave Ramsey's '7 Baby Steps'
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August 28, 2024

Do I have enough?

This short article highlights why this is a great question to ask.
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May 23, 2024

Jurassic Coast

What has the Jurassic Coast got to do with Financial Planning?
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April 18, 2024

Secrets of investing

The secret I am talking about might be a little surprising!
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March 11, 2024

It’s gone in the blink of an eye.

Is planning crucial to make the most of life?
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December 15, 2023

Are The Righteous Brothers right……does time go by so slowly?

When preparing to write this month’s blog and reflecting how quickly 2023 has flown by, it occurred to me….is there a name for timing speeding up as we age?
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November 7, 2023

Back with a bang!

Are annuities back with a bang?
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September 28, 2023

My clients ask the best questions...

I had a client text me the other day asking a great question, so good in fact I thought I would share it with you along with my response,
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August 29, 2023

I have a confession to make.......

Its becoming a little bit of a theme but you will have to wait until the end to hear what my confession is (well this is actually a trick to try and grab your attention so that you read my blog).
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July 18, 2023

Is a Jaffa Cake a biscuit or cake?

Settling the age old debate once and for all.
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June 22, 2023

5 top tips for a happy retirement

Our monthly blog concentrates on 5 key aspects of a happy retirement...…its not just about the money!
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May 15, 2023

Pay off debt or Invest?

We are taught that you should repay debts before investing, is this still the right thing to do?
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March 16, 2023

Press Release

March 2023 Budget
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Bull & Bear

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Discipline is the best defence in market downturns

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What I keep and where I own it

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The retirement transition: A guide to preparing for modern retirement

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10 steps to your perfect retirement

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Midwinter Financial Planning is entered on the FCA register under reference 849415. Midwinter Financial Planning Limited is an appointed Representative of ValidPath Ltd which is authorised and regulated by the Financial Conduct Authority (FCA). ValidPath Ltd is entered on the FCA register (www.fsa.gov.uk/register/home.do) under Reference Number 197107. The information and content of this website are subject to the UK regulatory regime and is intended for UK consumers only. Midwinter Financial Planning Limited Colchester Business Centre, 340 The Crescent, Colchester CO4 9AD . Registration no. 12238066. The value of your investment and the income from it can fall as well as rise and is not guaranteed. You may not get back the full amount invested.