News from Bevan & Buckland Wealth Management

Now managing over £420 Million in client funds

September/October 2017 Newsletter

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September 6th, 2017|News, Saving, Tax|0 Comments|

March/April Newsletter

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January 2017 Newsletter

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    New milestone for WPS Financial Group and Bevan & Buckland Wealth Management

New milestone for WPS Financial Group and Bevan & Buckland Wealth Management

November 16th, 2016|Commercial, News, Planning|0 Comments|

November / December Newsletter

Welcome to our final issue for 2016. This year has once again rapidly flown past – which is something we say around this period each and every year, pinpointing time as the most valuable commodity when it comes to implementing any financial planning strategy.

To read the newsletter, click on this link.

2015 Budget Summary

Is Britain walking tall again? The chancellor claims it is. This was one of many announcements made as he embarked upon his sixth budget speech. Growth is now forecast to rise to 2.5 per cent this year and 2.3 per cent in 2016, he said. As such, borrowing estimates were lowered. Here at WPS […]

March 26th, 2015|Pensions, Planning|0 Comments|

Where do the wealthiest 1% live?

From BBC News
As the business and political elite met at the World Economic Forum in Davos this week, there was much talk of rising inequality, and many references to the “wealthiest 1%”. The phrase conjures up images of billionaires living on private islands – but is that who the 1% really are?
A report by […]

Surge in employer fines for auto-enrol non-compliance

From Money Marketing

The Pensions Regulator issued 166 penalty notices to firms breaking auto-enrolment regulations in the final quarter of 2014, an increase from just three fines in the previous quarter. TPR’s latest quarterly update on its investigations into auto-enrolment reveals it served 166 firms with £400 fixed penalties for failing to comply with an […]

January 28th, 2015|News, Pensions, Planning|0 Comments|


The WPS Financial Group, one of Wales’ biggest financial advisory groups, has welcomed new changes to pension rules, which make it easier and more tax-efficient to transfer pensions after death.
The changes, announced by Chancellor George Osborn this week, are partly designed to make pensions even more attractive to savers on the basis they can […]

October 21st, 2014|Family, News, Pensions, Saving|0 Comments|