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Take a look at our latest thoughts and news below.
Blog posts
Guides
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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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February 20, 2023

Who said this...

"This too shall pass"
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January 10, 2023

11 Money Tips

For the start of a new year.....we have put together 11 easy to follow money tips.
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November 18, 2022

How do you know when it’s the best time to invest?

I find it incredibly frustrating when a headline draws you in and you have to read the whole article to get the answer. Don’t worry, here it is….
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October 14, 2022

Discipline is the best defence

Successful investors are patient investors, they understand that there is always going to be ebb and flow in the markets, but with the right strategy these challenges can be overcome.
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September 23, 2022

Mini-Budget or Growth Plan?

Mr Kwarteng’s launch of ‘The Growth Plan’ contained some surprises, including the end of additional rate income tax (outside Scotland) and the reversal of recent changes to IR35.
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September 16, 2022

What do I need to know?

If you pay attention to the news, it sounds like there’s a lot to be worried about
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August 4, 2022

What is ESG Investing?

This month’s blog explores the world of ESG investing and how important it is to understand what's underneath the bonnet and does this align to your own aims and values.
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July 14, 2022

Market volatility – when will it end?

Last month, we focused on the value of patience when markets start to get rocky.
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June 17, 2022

Market volatility and a tale of two clients

There’s a lot going on at the moment.
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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.