Impartial Financial Planners | IFA | Fee Based | Dentists | Doctors
Providing fee based impartial financial planning services, serving dentists & medics throughout the UK
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 Well, here we are. One month into 2011 already! I hope the year has started well for you. One theme I have noticed is that the media can’t wait to push the idea that everyone is losing their jobs and we are all facing a tough time. Now, of course some everyday items are [...]
Tweet As I write this, I am stranded at home in the Northumberland hills. Looking out over the valley into the village of Rothbury, it is a picture of almost pure white. The view would grace any Christmas card, and I am reminded of talk in recent years of ‘we dont really get bad winters [...]
Tweet When you graduated, there’s a high probability you ‘signed up’ for income protection cover. Maybe it was at a graduation Ball, or perhaps it was following a talk you attended. Even if you found out since that better cover was available, the key is that you took action and purchased a very important protection [...]
Tweet 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 [...]
Tweet Graeme Urwin recently wrote that the Financial Services Authority have published their final version of the Retail Distribution Review Consultation paper. I won’t go over what Graeme said, although if you want to know more you can read it here: My piece on it is that it’s long overdue. Unfortunately, the reality is that [...]
Tweet I am writing this a week or so before my father has an operation to hopefully save his sight. He has a complicated condition as well as having glaucoma. He is virtually blind in his left eye, and the op is a new cutting edge procedure at Moorfields to try to halt the decline [...]
