Independent Financial Advisers - Financial Life Planning
I’ve had an exciting week! My son Tom and I went to London on Tuesday, for a conference at Intelliflo. Not only is it nice to get out and about every now and then but actually, Intelliflo always gives me a buzz! It’s a software system that’s used for financial planners – and rather than…
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You might think that I spend my week organising mortgages, recommending savings accounts, advising on the impact of interest rate rises or anything else related to finance but there’s so much more to what I do. In fact, you’d be entirely wrong if you thought that being a financial advisor is just about money! This…
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Today I want to talk about insurance companies. This is a topic particularly close to my heart as, if you didn’t already know, I had a severe house fire earlier this year (hence my sporadic communication of late).We all go through years of paying insurance without ever making a claim and you have insurance in…
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This blog was written in March shortly after the fire at our home which caused extensive damage. We are happy to tell you that we are now safely settled back at home and renovations have begun including the completion of a smart new home office! Why Your Phone Charger Could Kill You Yes, I know,…
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Some clients have gone to their Defined Benefit pension providers and obtained a transfer value, and they are concerned that their transfer values have gone down. They have erroneously come to the false conclusion that they have “lost money” and to put their minds at rest I have taken some time investigating so that I…
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So here we are again – the end of another year is in sight, and I just can’t believe that it’s already Christmas time! The months really do fly, and with that I thought it was worthwhile to sign off the year by giving the readers of Professional Adviser a brief Interface Financial Planning update.…
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I met Martin in the early 1990s and he was one of my first clients when I became an Independent Financial Advisor. I was privileged to have Martin as a client and friend for nearly 30 years – but unfortunately, he died of COVID-19 in April 2020, and I still miss him very much. Martin…
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Roll back 20 years to October 2002 and I had the privilege to meet Margo, a delightful lady who I am proud to still call my client today. At our first meeting, I discovered that Margo had received a sum of money and was seeking sound investment advice. She had already contacted no less than…
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If you’ve ever doubted that you can reach your financial goals and make your dreams come true, this genuine client story about Zoe will give you the boost you’re looking for! Zoe is my wonderful client. I first met her 25 years ago and she’s still one of my treasured clients (of course – all…
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Here’s a moving story about my client Peter. Peter is a client very close to my heart and I am delighted to say that I’ve managed to make a huge difference to Peter’s life. His own story is an emotional one, a real rollercoaster and he’s had many challenges to overcome. Yet, despite those challenges,…
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