Independent Financial Advisers - Financial Life Planning
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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This week I’ve noticed a common theme and something that I’m not overly-happy about! I’ve been having a number of conversations about client fees, and I must admit that I am mildly irritated by it. Only yesterday I was in a discussion with a well-known investment platform. The platform is considering implementing a minimum fee…
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We live in the truly exciting age of technology; I just love it (and it keeps on evolving!). So anyone that doesn’t use at least some of the technology available will no doubt get left behind at some point. But, sometimes, technology doesn’t lend itself to an activity, let me explain what I mean. Just…
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Someone asked me recently, what’s the difference between a Financial Planner/Advisor and a Chartered Accountant I can give you a very simple answer. In broad terms, an accountant looks at what’s happened financially in the past whereas an advisor or planner looks to the future. So, an accountant will look at the figures you’ve done…
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To be honest, I’ve discussed this topic before in my Financial Advisers and Financial Planners – What’s the Difference piece (you can access here) but it never ceases to amaze me how people just assume they really know all about what I do. Most of them (the vast majority) get it so wrong and while…
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I often talk about values and that’s because to me, they’re enormously important. Everyone has values, if you don’t know what yours are, why not create your list? Once you’re in the flow, you’ll find you continue to add things to it! One very important value to me is listening and I’ll tell you why…
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If you’ve read my blogs, listened to my podcasts, seen my videos or spent some time perusing the information on my website, you might have guessed that I’m quite a philosophical person. If this is your first experience reading one of my blogs, then do read the others! I believe they’re quite good fun –…
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For those of you that do not know me personally, you might not realise that I have a strong passion for education and learning. I may no longer be what you’d call a “spring chicken” but that doesn’t mean I can’t continue to broaden my mind! My Education My own journey through education was an…
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Chatting to Alan this morning, he decided that he wanted to talk to me about how he likes to work. It’s a good set up! I think you’ll enjoy hearing about it, especially if you’re new to Interface Financial Planning – or even if you’re a long-standing client. Alan told me that when he started…
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For those not involved in the financial industry, it is a minefield, covering multiple facets and for a layman like me, it’s somewhat confusing as to what type of finance help I might need to help get the most out of my life. For example, I’m not sure of the differences between a Financial Adviser…
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