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Established in January 1995, David Jones Financial Planning Limited is a fee based

financial planning and wealth management firm committed to providing the highest levels

of personalised service.


The prestigious Citywire ‘New Model Adviser of the Year’ awards are designed to honour one firm in each of eight

regions around the country for their excellence.  We are proud to have been short-listed into the top 4 firms in the

South West region, out of 6,000 firms nationally, for this award in 2006, 2007, 2008 and 2009.





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10th March 2010
News Today
Personality Finance
Steve Bee: The state pension is only a fraction of what we are owed

The current state pension rules are the fossilized remains of more than half a century of confused government thinking. But we have no choice but to try and make sense of it.
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Morning Line: Five ideas for an election-winning budget on March 24

Gordon Brown today announced that the Budget will take place in two weeks' time. What might he do to increase Labour's chances of an election victory on May 6?
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The Citywire Debate: should we blame fund managers for the financial crisis?

Former Gartmore chairman, and now the UK's City minister, Lord Myners thinks we should. Charlie Parker says no, Tony Bonsignore says yes.
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Who needs enemies with friendly societies like these?

Rather than being the caring, sharing face of financial services, they are more than happy to rip monster charges out of investors' plans
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Morning Line: Are there alternatives to Labour's 'job-killing' tax hikes?

The main parties are all in agreement on the need to hike income tax and national insurance. And they are all wrong.
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Morning Line: Why Darling should think again on higher rate pensions tax relief

There is a strong case for restricting pension tax relief for the wealthy. But the government's current proposals are complex, costly and contradicatory.
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Use the capital gains tax flat rate while you can

Capital gains tax because it could be the government's next target for a rise to help increase revenue, writes Skandia's Colin Jelley 
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Would redundancy leave you homeless?

One of the first casualties of the credit crunch and the ensuing rise in unemployment has been Mortgage Payment Protection Insurance.
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Morning Line: Is war on the baby boomer generation justified?

It seems to be open season on the almost-oldies; is such hostility really necessary?
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Ros Altmann: Pensions crisis will lead to a care crisis

People need to plan for the expense of care requirements at the end of their lives. Pensions campaigner Ros Altmann says pensions might have a role to play.
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Morning Line: Message to 6 Music campaigners ? pipe down and connect

However good 6Music is, it?s now just one of a million sources of musical inspiration that surround us. Protesters should put down their placards and go find some of them.
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Housing market?s unsound foundations will soon be exposed

The next government will find itself in the unenviable position of revealing the makeshift underpinning currently supporting the housing market.
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Morning Line: The UK economy is down, but certainly not out

Britain has always come through when its back is up against the wall, and this time will be no different.
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Steve Bee: Questions surround millions of people?s pensions

The choice of whether to save in a personal pension or workplace scheme faces a new twist.
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Morning Line: Is a full-blown sterling crisis a real possibility?

Is this the first act in a rapidly unfolding currency crisis, or simply a natural readjustment for an overvalued currency?
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Morning Line: Will saying 'no' more often rebuild confidence in Lloyds?

Lloyds thinks a return to old-fashioned banking is key to its future success.
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Steve Bee: 800,000 pensioners aren?t getting money they?re owed

Billions of pounds that should rightfully be in pensioners' pockets is sitting in government coffers. We can all help them to claim it back.
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Altmann on the next mis-selling scandal and how Brown got it wrong

Dr Ros Altmann looks ahead to possible pension mis-selling scandals and back at how, in her view, Gordon Brown got it all wrong.
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Morning Line: How steep will the house price fall be?

Don?t trust Nationwide?s figures? Fair enough, but they coincide with data from the Council of Mortgage Lenders showing that mortgage lending has fallen to a 10-year low.
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The Friday Five: Lies routinely told by the financial services industry

Pensions and equities are a rip-off and financial companies are out to get you.
Read More...

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