Impartial Financial Planners | IFA | Fee Based | Dentists | Doctors
Providing fee based impartial financial planning services, serving dentists & medics throughout the UK
Tweet As regular readers will know, being clear about your goals in life is what planning is all about. I take great pleasure in seeing clients working towards their own objectives over the years, and then once there, ensuring that they are still ok in their wealth preservation years. For me, one of my own [...]
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 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 Q. I keep hearing from yourselves and others about Model Investment Portfolios. I think I understand the premise here but can you please summarise why you use them and how the ones you use work in practice? A. We have used these for around 6 years now, and it came from the realisation that [...]
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 [...]
