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 [...]
Workshop / Seminars Aplenty & Chicken Pox Appears!
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 [...]
Commission or Fees – How Should I Pay For Financial Advice? – Hot Topics Q & A
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
UK Dentists & Doctors – How Much Is Enough For Your Retirement?
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 [...]



