Author Archives: BDB Financial

Brexit – Should I be worried about my investment portfolio?

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It seems the BDB team are keeping their cards close to their chests with respect to which way they are going to vote on 23rd June.  A wise move in my view as there is nothing like politics and religion to come between friends. This last week we have listened to the prophecies of doom […]


BDB in the Press

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Great to see us getting a couple of mentions in the Press this last week. The first which appeared in the Yorkshire Post had a somewhat premature headline which will become obvious when you read the detail.  Nevertheless, it was nice to see mention of our ten year anniversary and keep your eyes peeled for […]


We are hiring!

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We are looking for a tip top administrator to join our team! Have you got what it takes to work at one of the top financial planning firms in the UK? Interested? Why not take a look here… Client Administrator Job Description Still interested? Why not drop me a line with your cv to matt@bdbfinancial.com


Is the tide finally turning against outdated and expensive investing methods?

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Well, lets just say we are not counting our chickens just yet… Nevertheless, we were encouraged to hear David Cameron slam traditional investment fund managers this week saying “I think one of the things that saps people’s enthusiasm for saving in investment products is just a sense that they do not understand the fees and charges.” […]


Third Budget in 12 months!

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This Budget looked as if it would be a difficult one for the Chancellor, faced as he was with disappointing economic numbers and the need to avoid ruffling feathers ahead of June’s in/out referendum. What was to have been the big announcement – reform of pensions – was kicked into the long grass a few […]


Surging and Tumbling – The Media’s Stock Market Rollercoaster

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It has been fun observing the media’s search this week for ever more extreme language to describe the movements in global stock markets. Take a look at these two headlines which have come to my attention from the same source (The Telegraph) over the past 24 hours… 28/01/2016 – FTSE 100 tumbles as Osborne pulls Lloyds […]


Press – Yorkshire Post

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Great to see a mention of Tim’s upcoming trip to Africa in the Yorkshire Post this week.   Here at BDB, we are all excited about Tim’s trip and looking forward to hearing how he gets on.  If you would like to read more about what Tim is going to be getting up to in Africa you can […]


Rugby In Africa Countdown…

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Recent post on the blog of COPA, the bespoke travel and events expert; The article can be found here: http://www.copasummit.com/blog/david-parkin-on-the-scrabble-for-yabl-an-english-rugby-winner-and-chatting-with-yoda/ IF you’re still feeling a bit low after the home nations’ performances at last year’s Rugby World Cup, here is a rugby story to inspire you for the New Year. Next week Yorkshire-based financial planner […]


Navigating the annual pension maze…

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Happy (Pensions) New Year to all of our clients, colleagues, friends and readers! It just wouldn’t feel like January without a new chapter of pensions rules to get our heads around and navigate for our clients. Without going into all of the detail here I thought it might be useful to just give a flavour (thank […]


Investing in ourselves…

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In a change from the typical investment noise you read from the companies in our profession, this blogpost is about a different type of investing… This week I finished  Diane Moisley-Mason’s personal development programme which I have been attending on Monday mornings for the past 7 weeks or so. The course covered several specific key areas each […]