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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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4th July 2009
News Today
Personality Finance
Morning Line: A victory against the gold diggers

Yesterday was a blow for the ?career divorcees?, for the gold diggers and other-halfs in the celebrity break-ups where millions are up for grabs.
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You can't expect mortgage lenders to offer better deals

Homebuyers will have to accept that the market has changed ? probably for the foreseeable future. 
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Morning Line: Affordable housing is doublespeak for 'overpriced'

Affordable housing is another ruse to keep house prices high.
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Half year review: Prospects for stocks, sterling and commodities

The opportunities for investors in what looks set to be a bumpy six months.  
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Morning Line: Further state control of rail may be the only choice

Further government intervention in our railways is inevitable, and unfortunately, crucial.
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Morning Line: MPs' expenses revelations are only the first step

A summer of contrition could spring from the stream of exposés over MPs' expenses.
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How to invest in currencies

There are many ways of gaining exposure to currencies. Citywire looks at the pros and cons of some of the most popular methods. 
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Morning Line: A tale of two Britains

The start of a new reality or the calm before the storm? We shall soon see.
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The Citywire Debate: Should you be forced to sell your home to pay for care?

Thousands of families are forced to sell their homes to pay for long-term care. Is this right?
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Steve Bee: Forget the hype - pensions should be equal for all

The rules applying to our pensions should act consistently and universally for all savers, not just those in the know.
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How Michael Jackson squandered his fortune

Jackson, the 'King of Pop', was also Jackson the squanderer of vast fortunes.
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Morning Line: King-Darling spat reveals weakness at heart of system

And all the time bailed-out bankers are returning to ?business and bonuses as usual?.
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The negative equity threat to the UK housing market

Yesterday?s Fitch report into negative equity among ?prime? borrowers suggests worse is to come for the UK housing market.
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The case for investing in zero dividend shares

Eight years after the scandal surrounding 'Zeros', the need for tax-efficient investments has sparked renewed interest.
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Morning Line: The shared shame of RBS boss?s £10m bonus plan

Stephen Hester?s new pay deal highlights the unabashed greed and arrogance still at the heart of the City and the civil service.
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Morning Line: Should the govt save British Airways?

And despite Richard Branson's taunting, is the situation really that dire.
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The Citywire Debate: Are second homes ethical?

Our writers argue it out. Add your own comments.
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Pensions Catch 2012: A solution

Steve Bee has a suggestion to put the brakes on the slo-mo car crash we are witnessing.
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Morning Line: Households better off? No way

The headlines today arising from a survey from accountants Ernst & Young do not tell the full story.
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Avoiding Stamp Duty: A clever loophole exposed

Lawyers have found a way to help buyers of expensive homes avoid Stamp Duty.
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