Impartial Financial Planners | IFA | Fee Based | Dentists | Doctors
Providing fee based impartial financial planning services, serving dentists & medics throughout the UK
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 [...]
Since I last tapped away on my keyboard, much has taken place. On a professional level, I attended 3 events worthy of a mention. On November 15th I was on the early train to Edinburgh to attend a Financial Planning ‘Best Practice’ Workshop organised by the Institute of Financial Planning. The reason I decided to [...]
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 [...]
I hope those of you who have been away recently on holiday had a really good break. Recharging the batteries is so important, and I know in August many clients arrange it so they can get away and enjoy some family time. We did our usual jaunt to Saundersfoot in South West Wales, and had [...]
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 [...]
I seem to have spent quite a bit of time in Wales recently. Two new clients have come on board recently, both north and south Wales, and on Monday Ray and I were off to the Celtic Manor in Newport. This was because we are members of the Institute of Financial Planning, and it was [...]
