Author: keanmedia

Better the Devil you Know …. ?

Well the result of the most closely contested election for a generation is known after weeks of intense campaigning. Except the election was, in the end, not closely contested at all but it is notable for a number of reasons. First and foremost, an issue...

Goldilocks Budget – But will it be Osborne’s last?

Welcome to our latest Newsletter which focuses exclusively on Wednesday’s Budget. We have referred to it as the Goldilocks Budget as generally the Chancellor of the Exchequer announced a package of measures which are ‘not too hot’ and ‘not too cold’. Of course the famous...

Addition to our admin team

CDC is pleased to announce a new addition to our administration team, Debbie Pitman.  Debbie joined CDC in January 2015 following a 12 year career with Lloyds Banking Group where she started as a Customer Service Executive in Telephone Banking undertaking various customer facing roles...

CDC Opens in Bournemouth – January 2015

We are delighted to announce the opening of a new CDC office in Bournemouth which will enable us to extend our offer to individuals with financial planning needs along the South Coast. Whilst our heritage is firmly embedded within the North East, we have long...

Pension Freedom – January 2015

There have been significant changes to pension legislation through the Finance Act 2014 and the Taxation of Pensions Act 2014.  Within this article we discuss the key changes and how they might impact on clients. Income limits being removed Income drawdown will be known as flexi-access drawdown...

Should we fear a “Grexit” – January 2015

On the face of it you would be forgiven for asking why so many column inches have been devoted to the result of an election in Greece, given as a country, it is effectively bankrupt and has been on the periphery of Europe for some...

Investment Matters – September 2014

Over the summer months many of you will have enjoyed your seasonal breaks safe in the knowledge that whilst the referendum issue has been in the background, the markets have remained fairly benign.  So with clients sunning themselves and markets behaving themselves, I have turned...

A New Team Member – September 2014

CDC Wealth Management is pleased to announce the arrival of a new recruit to our adviser team. Terry Calland joins us from Lloyds Private Banking where he was a Senior Private Banking Manager.  Terry has spent the vast majority of his working life at Lloyds in...

Scotland the Brave (?) – September 2014

So the answer to the most talked about question for the past year or more is known. The fact that the Scottish people elected to remain within the United Kingdom is probably not the eye-catching feature of yesterday’s referendum, but the margin of victory for...

Budget Update March 2014

George Osborne’s fifth budget focused on the ‘makers, doers and savers’ and was presented in the context of an improved economic picture, when compared to 2013. Whilst he was bound by borrowing targets, a ‘give-away’ budget was always unlikely, but despite this, the Chancellor did...