Author Archives: admin

You may have seen in the news that the Woodford Equity Income fund has been frozen. As a client of the firm you shall no doubt be pleased to hear that the fund has never been included in Burton & Fisher’s model investment portfolios, and as such there is no immediate concern for clients. None the less this is a situation which places one of the UK’s most lauded fund managers, Neil Woodford, in hot water. It also teaches investors some important lessons, whether you hold the fund or not. Continue reading →

Here at Burton & Fisher, we understand the importance of supporting and contributing to our local community. That’s why we are proud to both sponsor and take part in events that aim to raise funds for causes in the surrounding area.

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When it comes to charity, here at Burton & Fisher we understand that as a local business we have a responsibility to contribute to the surrounding community each year.

Whether through rigorous fundraising efforts or welcomed donations, this is something that we wholeheartedly embrace – it can even become quite competitive in the office as we attempt to beat the total raised from the previous year! Continue reading →

Moving pension goalposts was one of the latest proposed government strategies, which will affect the retirement plans of millions of people across the UK. Although announced during Chancellor Philip Hammond’s Autumn Statement last year, it wasn’t immediately apparent.

Amidst pressure to scrap this governmental plan, the rule was given the go-ahead and will have effect on and after April 6^th 2017. This will change how you think about your finances, both short and long term.

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A few weeks ago, the Chancellor of the Exchequer, Philip Hammond, delivered the Spring Budget, which set out the Government’s plan regarding spending throughout the year. One thing you may not know is that it will be the last Spring Budget, as it will be moved to autumn.

But how will the budget affect you? We’ve listed a couple of decisions that could affect things such as pensions and investments in the future.

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Having enough saved in a pension fund to cover your retirement years is essential, and it’s something that we are constantly being told to do, especially with the introduction of auto-enrolment in a workplace pension.

However, according to a report by the Office for National Statistics (ONS), we may need to start saving for our pensions earlier to ensure that we are saving enough to live on – which is around £21,770 on average a year for a retired household according to the results of the report.

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Can you believe that it is nearly Christmas already? The pinnacle of the festive season is only just around the corner and we couldn’t be more excited here at Burton & Fisher. The year has flown by, and the number of things that have happened this year is a true testament to what we can achieve.

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