We provide a comprehensive range of Financial Planning services, which we deliver in partnership with you and other trusted professionals. Our aim is to empower and liberate you to make decisions about your future – with genuine financial clarity. Read the rest of this post
Archive for August, 2011
Maintaining the highest professional standards - 22nd August 2011
We focus on continuing professional development and maintaining the highest of professional standards. Below is a short overview of independent status, SIFA professional membership and Chartered Financial Planner status. Read the rest of this post
Structured Financial Planning process to help you achieve your goals - 17th August 2011
We use a structured process to establish your goals and objectives, and then create a Financial Plan to help you to achieve them. Read the rest of this post
Helping you achieve a “Life/Life” balance - 8th August 2011
In today’s increasingly complex world it’s easy to be concerned about your finances and what your financial future may hold. You might be seeking answers to questions such as:
- How much do I need to earn?
- When can I afford to stop work?
- How much can I spend without having to worry about running out of money?
- How should I invest my capital?
- Can I afford to help my children?
Act rationally in the face of market turmoil - 5th August 2011
I am sure you must have seen some of the recent coverage of the investment market turmoil.
You need to know that markets, stock markets in particular, go up and down. Sometimes these changes are in response to actual changes in markets or companies but most large movements are in response to changes in sentiment. Read the rest of this post