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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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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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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“Don’t you touch those clients with a barge pole!” shouted my manager angrily at me when I returned to the office. I will never forget that moment! It’s as if it happened just yesterday…. What am I talking about? Let me tell you. Many years ago back in January 1990, I was working for a…
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When I first met Tim in February 1999, he needed financial advice. He was introduced to me by another client and had never visited a Financial Adviser before, but he felt it was time to organise his finances and plan for the future. Tim was married to Lillian (who he brought to our first meeting)…
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20% of 18-24-year-olds emerge as Will makers As many as a fifth (20%) of young Gen Z adults aged 18 to 24 say they have already made a Will[1]. Getting their affairs in order at such an early age compares favourably relative to the UK adult population overall, where just four in ten (40%) people…
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The average British child is worth just under £5,000 by the time they reach school When we talk about the Bank of Mum and Dad, we are effectively talking about handing money over to your children. There are many reasons why your descendants might look to you for financial support, and many routes you could…
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Impact on work, wealth and wellbeing putting further pressure on age groupThe financial decisions made by individuals as they reach retirement could have significant consequences on their finances and standards of living. Midlifers (people aged 40 to 60) are facing a challenging backdrop, with rising inflation and increasing energy bills putting further pressure on an…
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