New from us, general communications and announcements as well as notifications about client magazine.

SPOTLIGHT

TODAY’S BLOG

SPOTLIGHT – MARCH 2019

I’m delighted to announce that copies of our new client magazine are on the way to you. Please let me know what you think about the magazine. We have put a lot of effort into creating something that is hopefully educational, interesting and informative. We have some extra copies if you have a friend that might like to see some of the work that we have done, just ask and we can either send you another or pop one in the post to someone else.

I am genuinely seeking some feedback – what works, what you would like to see more of. One of the many advantages of being a small service business is that we can adapt things to suit fairly easily. The magazine is really the result of client feedback and input. Hopefully we have got the tone about right, but we always want to improve. My assumption is that we will do better.

Spotlight March 2019

CONTENTS

  • What we’ve been working on
  • Barn 6
  • Review of 2018
  • Espresso Marketing
  • Making Tax Digital
  • Now we are happily retired
  • Revealed Travel
  • Sarah walks her own path
  • The Open banking revolution
  • What’s ahead for 2019
  • Cops and Robbers

Dominic Thomas
Solomons IFA

You can read more articles about Pensions, Wealth Management, Retirement, Investments, Financial Planning and Estate Planning on my blog which gets updated every week. If you would like to talk to me about your personal wealth planning and how we can make you stay wealthier for longer then please get in touch by calling 08000 736 273 or email info@solomonsifa.co.uk

GET IN TOUCH

Solomon’s Independent Financial Advisers
The Old Bakery, 2D Edna Road, Raynes Park, London, SW20 8BT

info@solomonsifa.co.uk    Call – 020 8542 8084

SOLOMON’S FINANCIAL PLANNING APP

Our free powerful new Finance & Tax app.
To get started download and use password – solomons

   

WHAT WE’RE ALL ABOUT

If you would like a no-nonsense one page document explaining what financial planning is all about please enter your email here.

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GET IN TOUCH

Solomon’s Independent Financial Advisers
The Old Bakery, 2D Edna Road, Raynes Park, London, SW20 8BT

info@solomonsifa.co.uk    Call – 020 8542 8084

SOLOMON’S FINANCIAL PLANNING APP

Our free powerful new Finance & Tax app.
To get started download and use password – solomons

   

WHAT WE’RE ALL ABOUT

If you would like a no-nonsense one page document explaining what financial planning is all about please enter your email here.

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SPOTLIGHT2019-03-27T15:14:02+01:00

TALKING MONEY – MARCH 2019

TODAY’S BLOG

TALKING MONEY – MARCH 2019

By now you will have recieved the postal copy of Talking Money. It has all the usual informative pieces. I would value your thoughts on this, do you even read it? I know some do and seem to find it helpful, but I’m not daft enough to believe that everyone reads it cover to cover. The reason for the question is that we have launched a new client publication – which we have called Spotlight. This has arrived at the office from the printers today and I’m pleased with how it looks.

You can access a digital version of Talking Money here.

Talking Money March 2019

Dominic Thomas
Solomons IFA

You can read more articles about Pensions, Wealth Management, Retirement, Investments, Financial Planning and Estate Planning on my blog which gets updated every week. If you would like to talk to me about your personal wealth planning and how we can make you stay wealthier for longer then please get in touch by calling 08000 736 273 or email info@solomonsifa.co.uk

GET IN TOUCH

Solomon’s Independent Financial Advisers
The Old Bakery, 2D Edna Road, Raynes Park, London, SW20 8BT

info@solomonsifa.co.uk    Call – 020 8542 8084

SOLOMON’S FINANCIAL PLANNING APP

Our free powerful new Finance & Tax app.
To get started download and use password – solomons

   

WHAT WE’RE ALL ABOUT

If you would like a no-nonsense one page document explaining what financial planning is all about please enter your email here.

=

GET IN TOUCH

Solomon’s Independent Financial Advisers
The Old Bakery, 2D Edna Road, Raynes Park, London, SW20 8BT

info@solomonsifa.co.uk    Call – 020 8542 8084

SOLOMON’S FINANCIAL PLANNING APP

Our free powerful new Finance & Tax app.
To get started download and use password – solomons

   

WHAT WE’RE ALL ABOUT

If you would like a no-nonsense one page document explaining what financial planning is all about please enter your email here.

=

TALKING MONEY – MARCH 20192019-03-26T15:44:40+01:00

Talking Money Summer 2017

Talking Money Summer 2017

The latest client magazine is now available – we only do the summer magazine as a digital version – we don’t want to overwhlem you with more reading, especially as there are so many opportunities to read some good fiction over the summer! Anyway, if you’d like to have a look, it is found in the resources section of the website under client magazine.. or just click this link.

Hopefully you will have received your personal copy of our Half Year Report 2017 in the post. If not, please let the team here know and we will get a copy over to you. Oh, and thanks for the positive feedback on it and the suggestions.

Dominic Thomas
Solomons IFA

You can read more articles about Pensions, Wealth Management, Retirement, Investments, Financial Planning and Estate Planning on my blog which gets updated every week. If you would like to talk to me about your personal wealth planning and how we can make you stay wealthier for longer then please get in touch by calling 08000 736 273 or email info@solomonsifa.co.uk

Email me to get in touch
Talking Money Summer 20172017-07-17T15:53:04+01:00

Professional Adviser of the Year Awards 2017

Professional Adviser Awards 2017

I’m pleased to inform you that Solomons has been short-listed again as a finalist for the Professional Adviser Awards 2017 in the category for firm of the year – London. That’s now the fourth year in a row! Once again we are keeping some very good company with some of the best firms in London. Last year we were runner up (again) and once again I am not expecting to win – though of course I would love it if we did! This year’s short-list is also a little longer – twelve firms were short-listed.

As I have been asked in the past about how we were short-listed, in order to get this far a case study had to be submitted to the examiners. This year it was set by Jacqueline Lockie, who is the current Deputy Head of Financial Planning at CISI (Chartered Institute for Securities and Investment).

You can see the detail of the announcement here, should you wish to do so.

Professional Adviser is one of the better information services for UK-based regulated financial advisers, offering swift and comprehensive insight into developments in the financial services sector and aimed at those that generally advise “ordinary investors”. PA advise that the event is one of the industry’s best attended (and most respected) awards ceremonies every February.

Short-listed

The awards are broken into geographic regions; I have broken these down as best as I can from previous FCA information about the number of firms in each region. The FCA break the regions down a little further, with Yorkshire, West Midlands, East Midlands and Eastern all being separate categories. This is based on 5,718 firms in total throughout the UK. There are roughly 24,000 qualified advisers working at these firms.

  1. LONDON – 899
  2. SOUTH EAST – 598
  3. SOUTH WEST – 768
  4. MIDLANDS & EAST ANGLIA – 1,342
  5. NORTH EAST – 645
  6. NORTH WEST – 592
  7. SCOTLAND & NORTHERN IRELAND – 641
  8. WALES – 233

There is also an award for the overall firm of the year. Last year this was won by the firm that pushed us into second place. In all honesty, my view about awards is that they are largely a marketing gimmick, however, the PR and acknowledgement, even if somewhat questionable is welcome and hopefully conveys to our clients that we are well regarded within the field.

The award ceremony isn’t held until Thursday 9th February 2017.

Dominic Thomas
Solomons IFA

You can read more articles about Pensions, Wealth Management, Retirement, Investments, Financial Planning and Estate Planning on my blog which gets updated every week. If you would like to talk to me about your personal wealth planning and how we can make you stay wealthier for longer then please get in touch by calling 08000 736 273 or email info@solomonsifa.co.uk

Professional Adviser of the Year Awards 20172017-01-06T14:39:12+01:00

Email Encryption – Better Security

Email encryption, better security

I wanted to let you know that we are now using ShareFile, an email encryption service from Citrix. We are now using this when we send documents to you as attachments.

We are also able to encrypt the body content of an email as well – but will endeavour to send a normal email first to warn you that it really is us.

Finally, you can also send us documents and attachments by clicking a link that we provide. This means that you can have rather more peace of mind.

Have a look at the piece within the blog as an example. I’m conscious that there are lots of different email solutions, so appearances may differ. So the image below is an example of what I hope your in-box would look like. The email from me shows attachments with an .html in the message line, you can see the green “button” to click to download the email. Then there’s just my standard stuff at the bottom of an email. Hopefully the image below is clear enough.

Dominic Thomas
Solomons IFA

You can read more articles about Pensions, Wealth Management, Retirement, Investments, Financial Planning and Estate Planning on my blog which gets updated every week. If you would like to talk to me about your personal wealth planning and how we can make you stay wealthier for longer then please get in touch by calling 08000 736 273 or email info@solomonsifa.co.uk

Email Encryption – Better Security2017-01-06T14:39:18+01:00

Second Place Again…

Second place again

The Professional Adviser awards 2016 were held in London on Thursday evening. I didn’t attend, frankly for a firm our size, spending around £4,500 on an evening meal up the road, just doesn’t stack up as much of a worthy use of resources, which I would rather use to invest into improving our services to clients.

It was our third year in a row as being short-listed as firm of the year for London, the largest and perhaps more fiercely competitive category. It is highly improbable that we would win given our size, the other ten short-listed firms are simply much bigger, some are national firms. Anyway, I am delighted to let you know that we were highly commended – second place, again!

So, we didn’t win, but that’s a pretty good effort isn’t it! Confirmation of the result can be found by clicking this link. #paawards2016

Thank you to the team, all those that we work with and of course our clients. There are of course lots of categories, in essence the awards are there to encourage and promote excellence. Thanks to the judges for recognising what we are trying to do.

Congratulations to London winners John Lamb, who pipped us to the post and also won the overall UK firm of the year.

 

Dominic Thomas
Solomons IFA

You can read more articles about Pensions, Wealth Management, Retirement, Investments, Financial Planning and Estate Planning on my blog which gets updated every week. If you would like to talk to me about your personal wealth planning and how we can make you stay wealthier for longer then please get in touch by calling 08000 736 273 or email info@solomonsifa.co.uk

Second Place Again…2017-01-06T14:39:19+01:00

Website Video Error

Website Video Error…

Its Friday evening and I have just checked the website to find that for some reason the various embedded videos are all missing. We are attempting to identify why this has happened and fix the problem. Sorry. Have a good weekend.

Dominic Thomas
Solomons IFA

You can read more articles about Pensions, Wealth Management, Retirement, Investments, Financial Planning and Estate Planning on my blog which gets updated every week. If you would like to talk to me about your personal wealth planning and how we can make you stay wealthier for longer then please get in touch by calling 08000 736 273 or email info@solomonsifa.co.uk

Website Video Error2017-01-06T14:39:20+01:00

Autumn Statement 2015

The Autumn Statement 2015

As ever, the Chancellor said a lot, made some unexpected changes and announced things that will happen and re-announced those that were already planned (all Chancellors seem to do this). In any event, the short story for most is that landlords are on the radar. Stamp Duty will be rising by an extra 3% for those buying a second property (or more) in addition to the changes already announced about interest relief.

In addition capital gains tax looks set to be something that is now much more closely inspected by HMRC and the payment for Capital Gains Tax on property appears to be moving to a pay at the time, rather than wait until the following January, which in some instances means bringing forwards the payment date to HMRC by potentially 22 months. The details are to be finalised.

The rumours about changes to tax relief on pensions changing were given further credibility with research into the impact of changes to the current 20%, 40% and 45% relief being finalised by March next year, so we would expect an announcement in the Budget next March. If I were a betting man (I’m not) I’d suspect that tax relief will become a single rate, of either 25% (which would be more logical – at least this has some link with the 25% tax-free cash) or 33% (you pay £2 we [Govt] pay £1).

In any event, our APP – the one you and your friends can have for free on iPad, iPhone or android platforms has been updated with changes appropriately.

Solomons Financial Planning APPSolomons Financial Planning APP

Dominic Thomas
Solomons IFA

You can read more articles about Pensions, Wealth Management, Retirement, Investments, Financial Planning and Estate Planning on my blog which gets updated every week. If you would like to talk to me about your personal wealth planning and how we can make you stay wealthier for longer then please get in touch by calling 08000 736 273 or email info@solomonsifa.co.uk

Autumn Statement 20152017-01-06T14:39:22+01:00

Short-Listed for 2016 Professional Adviser Awards

Short-listed for 2016 Professional Adviser Awards

I am delighted to report that we have been short-listed again in the category of “Firm of the Year for London” for the Professional Adviser Awards 2016. We now have a hat-trick of finalist appearances for the Professional Adviser awards. Like most award ceremonies, we don’t find out who wins until the winner is announced, but frankly for a firm of our size, I am honoured to be short-listed.

It’s usually a good evening out, mixing with some of the top firms in the UK. One of the most unexpected pleasures about my work is the relationships with other advisers. Many of us share best pratice ideas at a level that is rare in most fields… admittedly we all have a vested interest, we all want to do our best for our clients and we also appreciate that it is in everyone’s interest to have a better educated, better advised, better serviced UK market, leading to more people being financially independent and less reliant upon the State.  Better advice means fewer complaints and reduced need for redress and hopefully lower regulatory fees.

The ceremony takes place on 11th February 2016.

Dominic Thomas
Solomons IFA

You can read more articles about Pensions, Wealth Management, Retirement, Investments, Financial Planning and Estate Planning on my blog which gets updated every week. If you would like to talk to me about your personal wealth planning and how we can make you stay wealthier for longer then please get in touch by calling 08000 736 273 or email info@solomonsifa.co.uk

Short-Listed for 2016 Professional Adviser Awards2017-01-06T14:39:22+01:00

Solomons News – The Blog

Solomons News: The Art of Blogging

You may have gathered that I have been “blogging” for quite some time and in fact this is the second blog (which began towards the end of 2012). As with most things, I have learned through experience and hopefully improved a little. However every once in a while a major change is needed to reflect the technological improvements.  So please be patient whilst I get things up to a workable speed – much of this has to do with layouts, SEO, categories and tagging.

Hopefully we can fix some of the strange layouts that are appearing and I also hope that the category search makes life a lot easier to find what you are looking for. In an ideal world, the blog would look great, be easy to navigate, provide valuable content easily found and a “must read”. However I’m a realist, time is short and so attempting to simply make it easier for you to find helpful information is a worthwhile exercise.

Something useful?

If you are looking for something specific, please let me know what you’d like to know about within a financial planning remit. Here are snippets from the last 4 posts.

  • Fiddler on the Roof SOLOMONS IFA

INVESTORS NEED A POSITIVE OUTLOOK

April 15th, 2019|0 Comments

TODAY'S BLOG INVESTORS NEED A POSITIVE OUTLOOK It may sound rather churlish, but it is true that investors need a positive outlook. There is little or no point [...]

  • Spotlight March 2019

SPOTLIGHT

March 29th, 2019|0 Comments

TODAY'S BLOG SPOTLIGHT - MARCH 2019 I'm delighted to announce that copies of our new client magazine are on the way to you. Please let me know what [...]

  • How to Stop Time author Matt Haig

HOW TO STOP TIME

March 28th, 2019|0 Comments

TODAY'S BLOG HOW TO STOP TIME I have recently enjoyed a rather good book “How To Stop Time” by Matt Haig. The basic outline is that some people [...]

  • A BRAVE NEW VENTURE

A BRAVE NEW VENTURE

March 27th, 2019|0 Comments

TODAY'S BLOG A BRAVE NEW VENTURE Few of us need too much of an excuse to visit the Cotswolds - a delightful part of England that takes in [...]

 

Dominic Thomas
Solomons IFA

You can read more articles about Pensions, Wealth Management, Retirement, Investments, Financial Planning and Estate Planning on my blog which gets updated every week. If you would like to talk to me about your personal wealth planning and how we can make you stay wealthier for longer then please get in touch by calling 08000 736 273 or email info@solomonsifa.co.uk

Solomons News – The Blog2017-01-06T14:39:28+01:00