Welcome our blog. This is where we share thought-provoking, no-holds-barred opinions and commentaries on all things retirement income, financial planning and investing!
A Financial Planner Who Is ‘Rubbish With Numbers’
How can a financial planner be 'rubbish at numbers?’ After all, finance is all about numbers and to be a great financial planner you have to be great with numbers, right? Well, wrong! ...
Weekend Digest for IFAs, Financial Planners & Paraplanners (1st & 2nd Dec)
Here’s the latest installment of Adviser Digest, with a summary of the interesting articles this week. Click on the title to read the full article(opens new window). ...
Over-Engineered Client Reports
Adviser: It's a PET, so it may become liable to IHT if your died within 7 years Client: Bloody taxman, they even tax you for keeping cats! This article in FTAdviser touched on something I have been thinking about lately. According to a research by Coredata,...
Which Tax Wrappers Should ‘Adviser Charge’ Come Out Of?
This article in NMA last week about the FSA plans to scrutinise which tax wrappers adviser take their fees will no doubt prompt many advisers to ask questions about the best way to take fees through adviser charging. An unmanned FSA spokeswoman is quoted as...
Weekend Digest for IFAs & Financial Planners (24th & 25th Nov)
Here’s the latest installment of Adviser Digest, with a summary of the interesting articles this week. Click on the title to read the full article(opens new window). ...
FinalytiQHangout: In-House Centralised Investments Propositions (CIPs)
Earlier this week, I was joined by Chartered & Certified Financial Planner, Gavin Jones of Old Mill Financial Planning to talk about running in-house Centralised Investment Propositions. Gavin shared some great insights from his own experience of designing...
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