Q. As an investor over many years, I have always had a liking for oil shares. As a result of this I have done very well over the last 15 years, and have built up a large portfolio of shares in BP and Shell. Needless to say, I have viewed the recent BP problems with considerable unease, [...]
Enjoying Life & Taking My Own Advice
February 26, 2010 By
One of the things that I have always found myself good at is making sure that I find enough time to do the things I love doing. I spend my whole working life talking about this with clients, and so its also vital I ‘walk the talk’. Seeing yet another client reducing work to spend [...]
Commission or Fees – How Should I Pay For Financial Advice? – Hot Topics Q & A
December 3, 2009 By
Q. I’ve been thinking about using a financial adviser to help me with my retirement planning. I’ve read a lot about whether one should pay the adviser via commission or fees. Which payment option do you think would be best for me? A. The first point to clarify is that commission is generated when you purchase certain [...]
Summer Ends & Seminar Season Begins…
October 8, 2009 By
No doubt you’re fully back into work as the nights get colder and darker. I know, but don’t worry, next summer will soon come around The last few months have been hectic. Apart from client work, we have a number of events lined up between now and the end of the year: On October 8th [...]
UK Dentists & Doctors – How Much Is Enough For Your Retirement?
May 7, 2009 By
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 [...]
Financial Adviser / Planner, Tied / Independent? – Hot Topics Q & A
March 27, 2009 By
Q. I’ve been doing some online research as I want to use the services of a professional to help me make some important financial decisions. However, there are so many different types of ‘adviser’ that I’m unsure who to turn to. Can you explain how it all works? A. You’re quite right, it can appear to [...]
