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Financial Planning for Families

Financial Planning for Families

Starting a family is a decision that will impact the rest of your life in many different ways, including your finances. Family financial planning enables us to make preparations in order to provide and accommodate the necessary changes to our finances that we will inevitably go through when deciding to introduce a new addition to the family.

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Budgeting for Beginners


It’s sometimes the case that many of us are unaware of our monthly incomings and outgoings, which can leave us in a situation where we are unsure of what we should be spending each month compared to our actual spend. Creating a monthly budget can help get your finances in order. Think of it as spring cleaning - tidy up those cobwebs and have a clear picture of where your finances actually stand, making it easier to plan for the future, whether it be a holiday, house purchase, new car...budgeting for beginners is easier than you think.

Easy Steps to Creating a Monthly Budget, Friendly for Beginners

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Managing your Finances this New Year

Financial Plan 2017

With a new year upon us, there has never been a better time to carry out a financial review to get your finances in order. The end of the tax year is creeping up at the end of March and many people will leave it until the last minute to make sure everything is in order.
So why not move now to get your finances sorted in good time, avoiding the rush at the eleventh hour.

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How does Donald Trump’s victory impact the UK?

FreeVector Donald Trump Graphics

With the somewhat surprising outcome of last week’s presidential election in the US, the world is beginning to ask what Donald Trump’s win will actually mean in the wider picture.

It may be that the UK sees an increase in businesses and investments that are moved fully or in part from American, as historically the UK has been viewed as a sensible place for non-British business people to keep their money when their own company is in an unstable, precarious period.
Even with a slight increase in value against the dollar since the Trump election, US investors may still look to relocate to the UK.

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Visit us at The Help to Buy Show!

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The Help to Buy Show is coming to the Kassam Stadium in Oxford on Saturday 22nd October.

Cotswold Financial Planning will be there on the day to offer any advice and information on Help to Buy. There will also be housebuilders, solicitors and the Help to Buy South Team available throughout the day.

If you would like to attend, tickets are free.

If you are planning on coming on the day, we would like to encourage you to stop by and say hello!

The show looks set to me an informative event. We look forward to seeing you there.