Latest News
Focus on Pensions
February 15th, 2012
One of the most common questions asked to me is that “pensions aren’t very good are they?” Pensions may not have had the best publicity over recent years but I think a broad brush statement such as they’re not worth having is very wide of the mark.
Posted in Pensions, Wealth Management
County to avoid the worst of the euro fallout, says new MD
December 1st, 2011
Cumbria should avoid the worst of the fallout if the problems in the eurozone lead to another banking crisis. The fact that we are not as reliant on the financial services sector as places like London will stand us in good stead. However, any further deterioration in the eurozone debt crisis, particularly in Italy, could [...]
Posted in Agriculture, Business News, Investments, IT Consultancy, Our Firm's News, Pensions, Wealth Management
New MD for David Allen Wealth Management Limited
December 1st, 2011
Derek Baty, has joined our accountancy firm as Managing Director of David Allen Wealth Management Ltd after 11 years with Armstrong Watson. Derek joins our senior management team at a very exciting time and brings a wealth of knowledge and experience. As managing director, his responsibilities will include developing the business and growing our broad [...]
Posted in Agriculture, Business News, Investments, Pensions, Wealth Management
George Osborne’s Autumn Statement 2011
November 30th, 2011
The Chancellor George Osborne yesterday delivered his Autumn Economic Statement to the House of Commons in which he provided an update on the Government’s plans for the economy. Although the June 2010 Budget set out the Government’s plans to reduce the country’s deficit and rebuild the economy, the recent euro crisis and higher than expected [...]
Posted in Agriculture, Business News, Investments, IT Consultancy, Our Firm's News, Pensions, Wealth Management
Act Now! Fantastic News for First Time Buyers
October 5th, 2011
For a limited period only there are a wide choice of competitive deals available. Example: 3 Year Discount Mortgage 4.75%* 5% deposit ONLY Includes: free valuation £250 cashback on completion £99 booking fee £400 arrangement fee maximum loan £250,000 minimum loan £30,000 David Allen Wealth Management Ltd offer whole of market mortgage advice. All advice [...]
Posted in Business News, Our Firm's News, Wealth Management
The New Junior ISA is launching on 1 November… this is your opportunity to save more money tax-free
October 5th, 2011
Junior ISAs will replace Child Trust Funds All UK resident children under the age of 18 who do not have a Child Trust Fund (CTF) will be eligible for Junior ISAs Both cash and stocks and shares Junior ISAs will be available. Children will be able to hold up to one cash and one stocks [...]
Posted in Business News, Investments, Our Firm's News, Wealth Management
Looking for the prospect of high returns without investing directly in the markets?
October 5th, 2011
Are you concerned about inflation eating away at your deposit accounts, savings with low interest rates or dwindling investment returns but the current stock market volatility is putting you off investing in the markets or making full use of your tax-free savings allowance?
Posted in Business News, Investments, Our Firm's News, Wealth Management
Don’t delay… review your mortgage today
September 20th, 2011
In today’s society, a house purchase is often seen to be your single biggest investment… the flip side of that is that a mortgage is your biggest expense.
What would your reaction be if I said that in most cases we could cut the cost of your monthly mortgage payments and put more money in your pocket for the everyday essentials?
By remortgaging, you can move your mortgage from one Lender to another to get a better deal, and you don’t even have to move house to do it.
Posted in Uncategorized