You don’t need a Financial Planner (Part 2)
If you can answer all the following questions with absolute certainty then you do not need to employ a Financial...
Is £4.72m enough for you?
Sep 6, 2013
Apparently directors of big companies accrue an average of £259,947 per year in pension benefits. This pension figure is supported...
You don’t need a Financial Planner (Part 1)
Sep 5, 2013
Since the start of 2013 some self-select (sometimes known as execution-only) financial product sites have reported record numbers of people...
More economic optimism
Sep 3, 2013
A couple of weeks ago I wrote about economic recovery as evidenced by my walk up a street in West...
Client seminars in Cranleigh – retirement income & inheritance tax
Aug 28, 2013
What two aspects of financial planning are people most concerned about? If pressed to answer that question I would say...
How do we assess risk?
Aug 28, 2013
When making an investment recommendation, it is important that we first establish a suitable level of risk. This is the...
Late starters of their own businesses
Aug 22, 2013
Yesterday I wrote about the fact that up to a third of people aged over 55 did not know when...
When will you be able to retire?
Aug 21, 2013
A survey by Baring Asset Management identifies that over a third of 55-64 year olds do not know when they...
Write your Will this November
Aug 20, 2013
Writing a Will is an important Financial Planning step that everyone should carry out before it’s too late. Of course...
Live blog: Money Book Day
Aug 20, 2013
On Tuesday 19th August 2013, the team at Informed Choice are writing a new personal finance book. Published personal finance...
Get in touch
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- Sundial House, 20 High Street, Cranleigh, GU6 8AE
- 01483 274566
- hello@icfp.co.uk