Impartial Financial Planners | IFA | Fee Based | Dentists | Doctors
Providing fee based impartial financial planning services, serving dentists & medics throughout the UK
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 Wow! They were incredible events weren’t they?! The Olympics & Paralympics proved to be absolutely outstanding, surpassing the expectations of even the most enthusiastic supporter of these events. Listening to people on TV & radio, and chatting to friends, all talk was about the bravery, sheer excellence and wonderful spirit amongst the athletes. The [...]
Tweet Look out for Financial Planning Week, coming w/c 21st November. This campaign is promoted by The Institute of Financial Planning (IFP) with the aim to raise awareness of how important Financial Planning is to people’s lives. The IFP say: “Putting some simple financial plans in place and making some smart decisions to help achieve [...]
Tweet Have you ever decided to clear out the garage or box room that is full of junk that has gathered over the years? It’s a great feeling when all the hard work pays off and you suddenly find you could actually fit the car back into the garage, or have a new room in [...]
Tweet Recently we’ve touched on the subject of happiness, and what is needed to be happy, click here. We’ve also mentioned the fact that, generally, people can start to really think about living the life they love and want if they are financially secure, and feel in control of their lives. After all, it’s difficult [...]
Tweet This was the title of an article that appeared in one of the ‘trade mags’ we receive, New Model Adviser. This publication was launched a few years ago to cater for the emerging breed of fee based planners that were seen to be the future, rather than the old fashioned product salespeople that have [...]
Tweet As we’re now approaching the end of the tax year we thought you might be interested in reading a copy of the latest guide that we’ve compiled. The ‘Year End Mini Tax Guide’ aims to provide you with tips and strategies to help you make the most of your money, and hopefully save tax [...]
Tweet Q. I’m approaching retirement and have some major financial decisions looming. I think that using the expertise of a good financial adviser will help me, however I’m not sure how to choose the right one as there appears to be so many different types to choose from! How do I find the right one? A. I [...]
Tweet As we read a lot of articles every week on a wide variety of subjects, a very common one that keeps on coming up is the appalling reputation of the banks. Time after time we read of the banks’ sales people selling products that are totally unsuitable to unsuspecting customers. Which? Magazine has recently [...]
