Impartial Financial Planners | IFA | Fee Based | Dentists | Doctors
Providing fee based impartial financial planning services, serving dentists & medics throughout the UK
Q. Having inherited a sizeable sum of money, I was considering investing some of it into the stockmarket. My Bank offered a free meeting with one of their advisers, who showed me various graphs showing that this was a good idea over, say, 5 years or more, and recommended their Bond. I was quite comfortable with this, but [...]
Q. With future uncertainty about the economic outlook, what would you say is one key factor when investing disposable income and any capital I have available? A. As you might expect, there are a number of factors that you should consider. If I had to pick one, it’s investment charges. We’ve written about this topic many [...]
One of the standard pieces of advice we have always given when it comes to investing in stocks & shares is that it really will pay off to maximise the allowances clients have to ISAs. If a client is looking to invest, this is the first port of call for us as wealth managers. As [...]
