Impartial Financial Planners | IFA | Fee Based | Dentists | Doctors
Providing fee based impartial financial planning services, serving dentists & medics throughout the UK
Tweet Have you seen the Michael Portillo TV programmes about the Bradshaw train guides that started in the Victorian era? He has done scores of these in the UK and in Europe, the aim being to take this guide book along to recreate the exact same routes Mr Bradshaw took. The latest series was using [...]
Tweet Q. I have read in the press that the number of Financial Advisers was set to fall when the new rules on professionalism and fees came in this January. Has this actually happened, and if so why? A. This was indeed widely predicted, and yes in practice if you look at the latest figures from [...]
Tweet There have been quite a few headlines on the subject of well known sportsmen getting into financial difficulties in the last year or so. Some of the figures are quite simply staggering! The headline above is backed up by statistics from Xpro, who are a charity for ex-players. Their figures show that: [...]
Tweet Well here we are in the second month of the year already! When I was younger the expression ‘time flies’ was simply that – an expression. Now I find myself saying this with real meaning to all and sundry, and when with retired clients and the subject comes up, they nod sagely as if [...]
Tweet Q. I have invested diligently over many years to maximise my eligibility to personal pensions and have consequently invested 20-30% of my private earnings in the majority of tax years. This has resulted in me accruing funds worth around £300,000. As I am approaching retirement, I asked my financial adviser to find out what sort of pension I could expect. [...]
Tweet It is estimated that only around 200,000 people have opted out of receiving child benefit since the government announced the new rules. This probably leaves around one million people who are very likely to be hit by the ‘high income child benefit charge’. As the vast majority of our clients earn well in excess [...]
Tweet My family do enjoy getting away for a few days and with half term in mind we decided to go to Center Parcs in the Lake District. It was quite a surprise to find that on contacting CP a good while before we intended to go, they were almost full! The only lodge of [...]
Tweet Q. As I am one of the ‘risk averse’, I keep a lot of my money in cash deposit accounts and constantly look for the best rates in the market. Why is it that rates have dropped quite a bit recently? I used to simply use instant access accounts that gave me around 3% gross, but now struggle to [...]
Tweet Not exactly an exciting start to an article with a title like that, I’m sure you’ll agree! But this is about to be implemented by all insurance companies in December and will affect pretty much everyone with particular emphasis perhaps on females. So what is it all about? Well, back in 2007, the Gender [...]
Tweet I am sure I’ve mentioned that I have started to play Real Tennis. This being the forerunner of normal tennis. Comparing the two, I suppose I would describe tennis as draughts, and RT as chess. RT has so many more complications, nuances and downright weird angles, that having some sort of strategy is vital. [...]
