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

DIGITAL DEVELOPMENTS

TODAY’S BLOG

DIGITAL DEVELOPMENTS

Some of you are going to get fed up with me.

One of the many challenges of our times is the constant innovation of technology. A lot of this can seem utterly pointless, tech for tech’s sake, but sometimes it is a bit like witnessing the first washing machine when you have been slaving away with a board and scrubber at the river.

The pandemic has had a multiplication effect like nothing else I have known in the 3 decades or so that I have been doing this work. There have been huge improvements, but not as many or so significant as in the past 18 months.

It is not that these are unexpected, but rather that they are almost breath-taking when the very things you have yearned for, asked for, screamed for over the years are finally ready…. and work.

The problem being that most of you have got used to a system with us and I can assure you that most of the tools we have been using are or perhaps were market leading, some of these are going to be replaced. That is the pain – just as you get used to the appearance or workings of something we go and change it. Well hopefully we can minimise any pain. The only point of the changes is to improve what we do for you and seek better efficiencies for the business, meaning we can help more people just like you.

So stand by, things are about to change again.

Sometimes it feels like...

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

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

7 QUESTIONS, NO WAFFLE

Are we a good fit for you?

Take Survey

GET IN TOUCH

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

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

7 QUESTIONS, NO WAFFLE

Are we a good fit for you?

Take Survey

DIGITAL DEVELOPMENTS2021-11-17T14:36:54+00:00

INTERESTED IN HIGHER INTEREST ACCOUNTS?

TODAY’S BLOG

ARE YOU MORE INTERESTED?

The last year or so has seen enormous improvements in technology. Thankfully the money management technology is one of those elements that has improved.

Hunting for a decent interest rate is hard enough at the moment, but moving to a new better account once the rate has come to an end is a constant frustration due to the effort required and all the hurdles of proving your identity. As a result, most savers languish in poor accounts, earning next to diddly squat.

If you consider that your savings at a UK Bank or Building Society is only protected to the first £85,000 under FSCS rules, then balances that are larger give some concern, particularly when life feels somewhat uncertain.

MAKING MONEY MANAGEMENT EASIER

I’m pleased to announce that we have teamed up with Akoni, one of several cash management providers. They have branded the site with our logo – its their kit and service. I decided to remove any payments that we might get to your advantage. This is very self-service, but we can assist if you get stuck.

There are other solutions, this is aimed at those with cash savings of more than £85,000 – so not for everyone, but you can get rates of interest that others with much larger balances enjoy.

The aim of all these services is to make life easier for you, getting you better rates of interest. Its not free, no bank provides a free service (think about it – or ask if you still don’t understand). The Cash Management service company (Akoni in this instance) make a small charge which I believe is worth paying for the convenience.

Have a look for yourself by clicking this link.

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

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

7 QUESTIONS, NO WAFFLE

Are we a good fit for you?

Take Survey

GET IN TOUCH

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

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

7 QUESTIONS, NO WAFFLE

Are we a good fit for you?

Take Survey

INTERESTED IN HIGHER INTEREST ACCOUNTS?2021-10-18T16:27:24+01:00

TECHNOLOGY IMPROVEMENT

TODAY’S BLOG

TECHNOLOGY IMPROVEMENTS

We are gradually attempting to increase efficiency by minimising the actions required to get things done. We have adopted electronic signatures for documents where this is possible. This makes life considerably easier for you – no need to sign and post a form. We are using DocuSign, which is one of the leading software providers for this sort of secure signature process.

You automatically get a pdf to save on your computer, but invariably we will also save a copy to your file within our portal.

DOCUSIGN

The process takes a few moments, most of the forms we use are ones that you will have seen regularly, but are often required for tax-year payments, ongoing declarations of your tax status and UK residence as well as our fees.

If you have any difficulties using the DocuSign system, please do not hesitate to contact the team on 0208 542 8084 or send an email to debbie@solomonsifa.co.uk and we will be very pleased to help.

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

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

7 QUESTIONS, NO WAFFLE

Are we a good fit for you?

Take Survey

GET IN TOUCH

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

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

7 QUESTIONS, NO WAFFLE

Are we a good fit for you?

Take Survey

TECHNOLOGY IMPROVEMENT2021-03-16T14:23:37+00:00

NOT APPY

TODAY’S BLOG

NOT APPY

I am sorry to say that I have decided to withdraw our App. Ever since Apple decided to change the format of our App, it has been a battle to get it how we wanted for the people we wanted. So we have chosen to stop promoting its use and you will no longer be able to send us messages from it.

The truth is that following the changes, the number of users reduced dramatically (seriously – loads less). As our portal began to take shape and is something you can view on your smartphone, tablet, PC or Mac, it felt rather superfluous.

MONTH END

The App is only available until the end of October 2020. If you have any information on it that you want, please download it back to your own hardware of choice. The portal, which provides your valuations and ability to set financial goals for yourself, store important documents, send and receive messages to us securely – remains very much part of our core service and way of communicating with you.

For more information about our portal, please have a look at our video using this link.

PORTAL VIDEO

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

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

7 QUESTIONS, NO WAFFLE

Are we a good fit for you?

Take Survey

GET IN TOUCH

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

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

7 QUESTIONS, NO WAFFLE

Are we a good fit for you?

Take Survey

NOT APPY2020-10-20T15:11:47+01:00

SPOTLIGHT OCTOBER 2019

TODAY’S BLOG

SPOTLIGHT – OCTOBER 2019

By now as a client you should have received a copy of Spotlight. This is our own in-house publication. This issue has the broad theme of “power”. As you will have gathered, assuming that our politicians remain on course, we are now entering the election period and it will be interesting to see various manifestos. There may well be a change at number 10 Downing Street.

In the client magazine you will find an interview with several clients – Mike, Chris, Corinna and James. Alexandra Truesdale provided a piece about Will Power and the importance of a Will. Iona Bain considered some of the issues that face young people when attempting to save for their future. I also asked Angela Brooks to write a piece about the dreadful frauds and scams that she helps to rectify. There is the ususal piece “Cops and Robbers” which looks at other scams and issues that the regulators has been contending with including the Woodford funds and the London Capital & Finance Mini Bonds.

I also review the first 6 months of 2019 from an investment performance perspective, highlighting where the growth and returns came from. If you didn’t receive a hard copy and would like one, please get in touch. Click here for a digital version.

Spotlight October 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

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

7 QUESTIONS, NO WAFFLE

Are we a good fit for you?

Take Survey

GET IN TOUCH

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

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

7 QUESTIONS, NO WAFFLE

Are we a good fit for you?

Take Survey

SPOTLIGHT OCTOBER 20192019-10-30T16:12:30+00:00

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

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

7 QUESTIONS, NO WAFFLE

Are we a good fit for you?

Take Survey

GET IN TOUCH

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

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

7 QUESTIONS, NO WAFFLE

Are we a good fit for you?

Take Survey

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

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

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

7 QUESTIONS, NO WAFFLE

Are we a good fit for you?

Take Survey

GET IN TOUCH

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

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

7 QUESTIONS, NO WAFFLE

Are we a good fit for you?

Take Survey

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

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+00:00

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+00:00
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