Impartial Financial Planners | IFA | Fee Based | Dentists | Doctors
Providing fee based impartial financial planning services, serving dentists & medics throughout the UK
Tweet Q. Having inherited a sizeable sum of money, I was considering investing some of it into the stockmarket. My Bank offered a free meeting with one of their advisers, who showed me various graphs showing that this was a good idea over, say, 5 years or more, and recommended their Bond. I was quite comfortable with this, [...]
Tweet My latest travels were to the NEC in Birmingham for The Dentistry Show, which has emerged very quickly into one of the main events for dentists to attend. Now, it’s not unlike some of the other events that you may be familiar with in that you have various companies promoting their products and services [...]
Tweet I hope those of you who have been away recently on holiday had a really good break. Recharging the batteries is so important, and I know in August many clients arrange it so they can get away and enjoy some family time. We did our usual jaunt to Saundersfoot in South West Wales, and [...]
Tweet It seems to go on and on doesnt it? The M.P.’s expenses thing I mean. Detail after detail comes out, and then some more, and then some more after that. I then noticed that the Financial Services Authority (FSA) who oversee financial planners like ourselves, have awarded themselves £33m in pay rises and bonuses. [...]
Tweet It seems that not a day goes by without hearing of another complaint in the press about appalling financial advice from the Banks. You know the type of article. A couple in their 70s went to the Bank they have used for 40 years to invest their lifes savings. They asked for advice on [...]
Tweet The ideal business. You are allowed to take huge risks (without necessarily understanding what those risks are). You then leverage those risks to take even more risk. And in the good times it could be time to rock and roll. But just when you’re waiting for the good times, the, er, bad times appear. What [...]
Tweet 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 [...]
