Financial planning for business owners

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"Imagine Financial Planning has clearly listened to my concerns and delivered financial solutions to match my priorities. They have advised me on my personal financial affairs for a number of years and I now have a retirement plan which I am confident will achieve its aims"

Tom Day
Stephenson Day Ltd

"Imagine Financial Planning has given coherence to my financial planning, and I'm now in a position to take a positive long-term view to my future. I’ve been delighted with the consistent level of personal service I have received from Paul. I can't recommend him highly enough"

Karla Newbury-Jones
Mrs. Energy Ltd

"I know that I can call him anytime and I get a straight answer and we can discuss the pros and cons of different investment options for my lifestyle. I would have to say he knows his stuff and I feel confident that I am in good hands."

PJ Snowball
Recruit 4 Heath Ltd

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Latest News

  • Unicorn Income duo: life after John McClure
    02/10/2014

    Unicorn equity income fund managers Simon Moon and Fraser Mackersie talk about what they are doing with the portfolios they took on after the death of star investor John McClure. 

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  • PWC: only 12% of people trust fund managers
    02/10/2014

    The public has more faith in investment bankers than fund managers, according to a survey by accountants PricewaterhouseCoopers. 

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  • Watchdog forces Wonga to write off 330,000 loans
    02/10/2014

    The Financial Conduct Authority (FCA) tells the controversial payday lender to make 'significant' and 'immediate' changes to its business.

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  • Virgin Money pushes on with flotation
    02/10/2014

    Virgin Money is braving the rocky stock market conditions to float 25% of its business this month and raise up to £150 million.

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  • Pimco Total Return suffers record $23.5bn outflow
    02/10/2014

    The Pimco Total Return fund saw $23.5 billion (£14.5 billion) of withdrawals following the sudden departure of manager Bill Gross.

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  • US stocks take FTSE lower ahead of ECB announcement
    02/10/2014

    The FTSE 100 falls again after overnight falls in the US and Asia. Investors await details of the European Central Bank’s plan to revive the eurozone.

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