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Concerva Independent Financial Advisers

News and Comment from Concerva Ltd

Deposits Newsletter April 2012

30-Apr-2012

Round up of the cash rates available at the end of April 2012.

Financial Planning Point - Beat The Queues

23-Apr-2012

A reminder about tax efficient planning oportunities and an idea of an alternative investment.

Deposits Newsletter March 2012

30-Mar-2012

Round up of the cash rates available at the end of March 2012.

Financial Planning Point - End of Tax Year Planning

19-Mar-2012

A brief outline of the end of tax year planning issues as we approach the end of the current tax year.

Deposits Newsletter February 2012

28-Feb-2012

Round up of the cash rates available at the end of February 2012.

Financial Planning Point - ISA Regulations

13-Feb-2012

An update on the ISA regulations as we approach the end of the tax year.

Deposits Newsletter January 2012

26-Jan-2012

Round up of the cash rates available at the end of January 2012.

Pension Tax Relief

16-Jan-2012

A reminder of the benefits of tax relief on pension contributions.

Deposits Newsletter December 2011

2-Jan-2012

Round up of the cash rates available at the end of December 2011.

Justin Urquhart Stewart Seminars

16-Dec-2011

This is a brief outline of the recent seminars with Justin Urquhart Stewart hosted by Concerva.

Deposits Newsletter November 2011

2-Dec-2011

Round up of the cash rates available at the end of November 2011.

Financial Planning Point - an alternative to traditional cash deposits

21-Nov-2011

Seminar with Justin Urquhart Stewart

15-Nov-2011

A gentle reminder for those who have not booked for the seminars with Justin Urquhart Stewart of Seven Investment Management.

Deposit Accounts October 2011

1-Nov-2011

Our review of accounts available for cash deposits at the end of October 2011

Justin Urquhart Stewart Seminars

18-Oct-2011

Advance notice of our annual seminar in conjunction with Justin Urquhart Stewart of Seven Investment Management.

Deposit Accounts September 2011

30-Sep-2011

Our month end review of the best accounts available for cash deposits.

Deposit Accounts August 2011

31-Aug-2011

Our review of accounts available for cash deposits at the end of August 2011

The Current Financial Climate

15-Aug-2011

Overview of the current financial climate and the impact it is having on global stock markets.

Deposit Accounts July 2011

21-Jul-2011

This is our monthly review of interest rates, inflation and the best rates available for cash deposits for the month of July

Deposit Accounts

15-Jun-2011

This is our monthly review of interest rates, inflation and the best rates available for cash deposits for the month of June

Deposit Accounts

23-May-2011

This is our monthly review of interest rates, inflation and the best rates available for cash deposits for the month of May

Financial Planning Point - National Savings & Investments

12-May-2011

National Savings & Investments (NS&I) announces the launch of 2 new issues of their popular Savings Certificates.

Deposit Accounts

12-Apr-2011

This is our monthly review of interest rates, inflation and the best rates available for cash deposits for the month of April

Deposit Accounts

17-Mar-2011

This is our monthly review of interest rates, inflation and the best rates available for cash deposits for the month of March

Financial Planning Point - ISA Allowance

1-Mar-2011

With only 25 days to go before the end of the tax year, this is a gentle reminder that you don't have long left to maximise your ISA allowance for 2010/2011.

Deposit Accounts

7-Feb-2011

This is our monthly review of interest rates, inflation and the best rates available for cash deposits.

Changes to Pension Legislation

25-Jan-2011

Announcement of the seminars we are running throughout March 2011 regarding the changes in Pension legislation.

Economic Update

24-Jan-2011

In this issue Brian Durrant gives his view on Inflation and Interest Rates.

Deposit Accounts

5-Jan-2011

Our first deposits e-mail of 2011, with a chance to enter a fun competition to win a bottle of Champagne!!

Deposit Accounts

3-Dec-2010

This is our first new style deposits newsletter, we would appreciate your feedback on the layout and content of this newsletter.

Financial Services Compensation Scheme & Irish Problems

30-Nov-2010

In this issue Brian gives his views on the Financial Services Compensation Scheme and the recent Irish problems

Cash Deposits

5-Nov-2010

This is our October newsletter on deposits and covers our update on accounts available for cash. There is also a link to our other news articles.

Spending Review

1-Nov-2010

Brian's latest view on the economy including the recent Compreshensive Spending Review

Seminar with Justin Urquhart Stewart

22-Oct-2010

A report back on our recent seminars with Justin Urquhart Stewart

Cash Deposits

8-Oct-2010

This is our September newsletter on deposits and covers our update on accounts available for cash. There is also a link to our other news articles.

Economic Update

8-Oct-2010

In this article Brian gives his views on whether we are heading for inflation or deflation.

Cash Deposits

1-Sep-2010

This is our August newsletter on deposits and covers our update on accounts available for cash. There is also a link to our other news articles

Cash Deposits

30-Jul-2010

This is our July newsletter on deposits and covers our update on accounts available for cash. There is also a link to our other news including Brian Durrants latest economic update

Charity Walk

30-Jul-2010

Details of the Yorkshire Three Peaks Walk being undertaken by Ian Bromley & Mark Tomlinson to raise money for The Christie Hospital.

Are There Any Safe Investments Left?

30-Jul-2010

Brian's view on investments and the relative safety of asset classes.

Cash Deposits

29-Jun-2010

This is our June newsletter on deposits and covers our update on accounts available for cash. There is also a link to our other news including an article written by Brian Durrant which appeared in FT Adviser on 14th June

Covered Calls

29-Jun-2010

This article written by Brian Durrant was published in FT Adviser on Monday 14th June

Cash Deposits

24-May-2010

This is our May newsletter on deposits and covers our update on accounts available for cash. There is also a link to our other news including the announcement of our award of Corporate Charterd Status and Brian Durrant's latest economic update.

Economic Update

21-May-2010

Brian Durrant's first economic update since the change of government.

Corporate Chartered Status

30-Apr-2010

Announcement that Concerva has been awarded Corporate Chartered Status

Cash Deposits

16-Apr-2010

This is our April newsletter on deposits and covers our update on accounts available for cash. There is also a link to our other news including Brian Durrants latest economic update and our Budget Summary.

Economic Update

16-Apr-2010

In this update Brian gives his views on the economy in the run up to the General Election

Budget Summary March 2010

25-Mar-2010

This article is a summary of the budget speech from 24th March 2010, the last budget before the General Election

Cash Deposits

4-Mar-2010

This is our March newsletter on deposits and covers our update on accounts available for cash. There is also a link to our other news including Brian's latest economic update.

Economic Update

4-Mar-2010

In this newsletter Brian Durrant gives his update on the economy.

Outlook for 2010

28-Jan-2010

In this newsletter Brian Durrant gives his first economic outlook for 2010.

Pre Budget Report - Pensions

10-Dec-2009

Changes to the restrictions of higher rate tax relief on pension contributions

Pre Budget Report 2009

10-Dec-2009

This newsletter is a summary of the detailed measures outlined by the Chancellor in his Pre Budget Statement on the 9th December 2009

Concerva Ltd is an Appointed Representative of Sage Financial Services Ltd, which is authorised and regulated by the Financial Services Authority. Sage Financial Services Ltd is entered on the FSA register (http://www.fsa.gov.uk/register/home.do) under reference 150452.