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 [...]
Holidays & Snippets of News
September 25, 2009 By
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 [...]
UK Dentists & Doctors – How Much Is Enough For Your Retirement?
May 7, 2009 By
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 [...]
Tales From Wales – Graeme Urwin
October 16, 2008 By
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 [...]
