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 your [...]
Using Trusted Financial Advisers And Getting Organised
Planning Your Goals & Big NHS Pension Changes
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 to [...]
Is Financial Planning The Key To Happiness?
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 dominated [...]
Thinking Positive & Behavioural Finance
Let It Snow, Let It Snow, Let It Snow
Life Cover, Critical Illness, Income Protection – Are You Fully Covered?
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 plan. [...]
Financial Planning – The 10 Key Questions To Ask Yourself
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 [...]



