Impartial Financial Planners | IFA | Fee Based | Dentists | Doctors
Providing fee based impartial financial planning services, serving dentists & medics throughout the UK
Well, here we are. One month into 2011 already! I hope the year has started well for you. One theme I have noticed is that the media can’t wait to push the idea that everyone is losing their jobs and we are all facing a tough time. Now, of course some everyday items are more [...]
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 trying [...]
As we have said consistently for many years, we favour passive funds and tracker funds when investing clients’ capital. The evidence for actively managed funds where the Fund Manager stock picks, and perhaps tries to time the markets leading to consistent long term performance above the average is thin on the ground. Especially so when [...]
Q. I keep reading about ‘Wrap Platforms in the press, and have noticed you also use them for your clients’ investments. My own adviser says he prefers to use the ‘tried and tested’ insurance companies for my ISAs and Pension policies. What are the main advantages of using this way to manage your investments? A. This is [...]
