Impartial Financial Planners | IFA | Fee Based | Dentists | Doctors
Providing fee based impartial financial planning services, serving dentists & medics throughout the UK
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 Today, we are more acutely aware of critical illnesses and their impact it has on loved ones. Many of us have suffered the heartache of a loved one suffering a critical illness and the tough times that it brings with it. An issue that we also sometimes appear to be less aware of is [...]
Tweet Q. I intend to purchase some critical illness cover, however I have to admit that I’m finding it difficult to decide which factors are the most important when deciding between all of the policies available. Also, whilst I have looked at the policies from some of the main providers, how can I find out which other policies [...]
Tweet Q. I was speaking with a fellow Principal dentist recently and she mentioned that she has ‘practice expenses cover’. Can you please tell me more and whether I should consider it? A. A long absence from work after an illness or an accident could hit your practice hard, particularly if you are one of the main income generators. [...]
Tweet All dentists have a number of important decisions to make when planning their financial future, such as: Should I invest more into pensions? What is the best mortgage available? I’ve sold the practice – what do I do with the realised capital? Unfortunately, some dentists forget to put in [...]
Tweet I attended a seminar this week on the subject of ‘behavioural finance’ at The Baltic in Newcastle. Whilst the subject that the very accomplished American speaker covered was very relevant for all investors, it was a personal story that he shared which I remembered the most afterwards. He told the audience how the death [...]
Tweet The 2009 claim statistics for Dentists’ Provident Society’s income protection are available and make useful reading for all dentists. If you are a dentist, it’s likely that you’ve taken out income protection insurance (also referred to as permanent health insurance). In fact, you may have even claimed on your policy. During the last few [...]
Tweet We read a huge amount of articles on all sorts of financial matters each week. One that appeared in the press recently about the latest news on With Profits Endowment policies’ payouts grabbed our attention. Money Management magazine does an annual survey of policy payouts by various companies, and this years results have shown [...]
Tweet Three of the main providers of critical illness cover have released their claim statistics data, so you may be interested to find out what conditions policyholders are claiming for and whether the companies are paying out on the claims. BUPA These statistics are correct as at 30 September 2009, for a 12 month period. [...]
Tweet One of the common issues we find when we review a new client’s situation is that over the years they have been sold (or have purchased) many life, critical illness and income protection policies. Now, it’s important of course to state that such cover for, say, a couple with a family and a mortgage, [...]
