“I would unhesitatingly recommend Jonathan Davis Wealth Mgt as I have been very impressed, over the years, with their financial acumen”

Mr Jon Hather FCA - Director of Barchester Healthcare and Val Hather (Surrey) (2008)

Retirement archive

Next generation’s need for planning

Posted by jdavis on October 31, 2016

Lessons about retirement from those who have already retired

Posted by jdavis on October 31, 2016

The Big Picture June 2016

2 monthly round up of what you really need to know, in order to preserve and grow your portfolio.

Posted by jdavis on June 30, 2016

Pension Freedoms: the first 12 twelve months in numbers

Sttatistics from the last twelve months suggest that those who have taken advantage of the changes could have been a little more prudent.

Posted by jdavis on April 27, 2016

Three personal finance changes this year

Posted by jdavis on February 16, 2016

Grandparents: does your generosity leave you at risk of running out of money?

How can you manage cashflow do all that you want to do give a little away as gifts AND not run out of money?

Posted by jdavis on December 31, 2015

State Pension changes in 2016 - can I top up my pension?

A new initiative allows people who reach the state pension age before April 2016, to top up their pension.

Posted by admin on October 30, 2015

Oh, you don't want to do THAT!

Advice to ruin your financial life

Posted by jdavis on September 11, 2015

Planning issues around retirement

Here are five priority components which should inform your thinking and your plans:

Posted by jdavis on June 10, 2015

Pension Freedoms' Checklist

Four Things You Must Do Before Making Any Decision About Your Savings

Posted by jdavis on April 6, 2015

Pensions liberalisations

We hope you are not caught out in the biggest ponzi in history. Unfortunately, we feel you will be, whoever you are.

Posted by jdavis on December 17, 2014

Retirees and Equity Release

It is reported that over 55s are borrowing record amounts from their homes. All well and good but a) why don't some just trade down? It's much much more efficient. b) their kids had better expect much less or NO inheritance...

Posted by jdavis on October 27, 2014

Western stock markets

So, everyone's making money in stocks, right? You decide.

Posted by jdavis on October 27, 2014

Precious Metals' investing

Small Cap miners has been a rocket ship

Posted by jdavis on June 20, 2014

Update to Investments ideas

Posted by jdavis on June 13, 2014

Global house prices

Posted by jdavis on June 12, 2014

Update to Japanese ¥ to Japanese share prices

Sayanora ¥ Konichiwa Nikkei San

Posted by jdavis on May 10, 2014

Emerging Markets or Developed Markets?

We have been wondering out loud why it was appropriate to invest (in recent months) in shares which have risen for the last 5 years (Developed Markets) and sell out of markets which have crashed (Emerging Markets).

Posted by jdavis on April 15, 2014

Japanese ¥ to Nikkei Dow

If ¥:Nikkei breaks up, it means, probably, the ¥ is rising and the Nikkei is falling.

Posted by jdavis on February 26, 2014