Impartial Financial Planners | IFA | Fee Based | Dentists | Doctors
Providing fee based impartial financial planning services, serving dentists & medics throughout the UK
As Financial Planners and Wealth Managers, we take our role in managing risk for clients very seriously. After all, we talk about the small (but very big) word TRUST all the time when we examine why a client will choose to put their faith, and money, with us. Of course, risk is ever more topical [...]
I am imagining the title above to be said in a Terry Thomas voice! It’s been quite a month hasn’t it? Up here in Northumberland we have had amazing amounts of snow, with it reaching around 3 to 4 feet where untouched. I will get my rant out of the way right now – where [...]
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 there [...]
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 in [...]
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. They [...]
