Impartial Financial Planners | IFA | Fee Based | Dentists | Doctors
Providing fee based impartial financial planning services, serving dentists & medics throughout the UK
When we start working with a new client who’s, say, aged 50, its always interesting to get down to what they want to aim for in life. After all, if life is not about thoroughly enjoying doing things you love most, what is it about? So when the ‘Retirement Reality’ study from an insurance company [...]
No matter what stage of career you’ve reached, or even if you’ve retired, there’s a number of key questions that you should be able to answer to give yourself the confidence that you’ve addressed all the important areas of your financial planning. So, today, I’m going to run through the key areas that we run [...]
This post is a biggie, but I guarantee it’ll be worth a few minutes of your time. If you’re looking for help with your financial planning decisions, there are a number of resources you can turn to: the internet / media friends and family your own knowledge Ideally, it’s likely that you’ll want impartial information [...]
Regular readers of our newsletter will probably recognise the words Cash Flow Forecast (Financial Map or Sat Nav), as we often refer to this when talking about how we help doctors and dentists work out: What they really want to achieve in life? What is this going to cost and when? How does this look [...]
Q. I received an email from you a few days ago with a video of the results of a recent survey you conducted. At the end of the video you provided brief details of the ‘Planning Your Ideal Retirement’ (PYIR) programme that you are running in January 2009. What are the details of this and how will I [...]
The fact that the Bank of England (BOE) has slashed interest rates by 1.5% to 3%, I think shows how worried they are about the British economy. In a Bloomberg survey of 60 economists, nobody had predicted such a large cut in one go. You would be forgiven for wondering what the reasoning behind this [...]
My goodness what a rollercoaster it has been recently! It seems that not a day goes by without more gloom. A bank goes bust or is rescued, an insurance company is swallowed up by another or is nationalised. It is in times like these that people quite naturally get very worried and want to make [...]
We live in interesting times. The investment bank Lehman Brothers has filed for bankruptcy protection, Merrill Lynch is being taken over by Bank of America and it’s predicted thousands of bank employees will be picking up their P45s by the end of the month. If you have money invested in ISAs and personal pensions these [...]
When we meet a new client or review the financial affairs of someone we have known for some time, the first thing we automatically concentrate on is what goals in life do they have? For a new client – how can we as planners really encourage them to think about what they want to do [...]
It certainly looks all doom and gloom at the moment doesn’t it? Open any newspaper or tune into the news on TV and if you are anything like me, you get punch drunk with all the articles on how bad the stock market or property market is etc etc. It may seem perverse then to [...]
