How much do financial advisers charge?

December 5th, 2012 by Dan Woodruff

If you have some complex financial needs, or have a financial problem which needs a solution, you are probably thinking about taking some sort of financial advice.  If so, one […]

Read more of "How much do financial advisers charge?"

How we secure your financial data

November 15th, 2012 by Dan Woodruff

Have you ever heard the shocking stories about how financial institutions lose their clients’ data – causing real worries for their clients?  We take our responsibilities in this area very […]

Read more of "How we secure your financial data"

Child benefit higher rate tax payers

September 5th, 2012 by Dan Woodruff

This article focuses on the reduction in child benefit for higher rate income tax payers in the UK, and ways you could consider action to continue to be eligible for […]

Read more of "Child benefit higher rate tax payers"

11 difficult questions to ask your financial adviser

February 9th, 2012 by Dan Woodruff

If you are considering taking on a new financial adviser, you should be aware that there are many differences in the quality of firms out there.  Therefore, we have come […]

Read more of "11 difficult questions to ask your financial adviser"

Avoid the regrets of the dying

January 28th, 2012 by Dan Woodruff

I recently read an interesting post on the regrets of the dying. This was a blog post written by a former palliative care nurse, who shared her thoughts on the […]

Read more of "Avoid the regrets of the dying"

Financial planning and inflation

February 21st, 2011 by Dan Woodruff

Inflation is a big part of financial planning, since it is one of the biggest reasons why people do not achieve their long-term goals.  Inflation is the general increase in […]

Read more of "Financial planning and inflation"

What is a Certified Financial Planner (CFP)?

February 21st, 2011 by Dan Woodruff

This article examines what is a Certified Financial Planner. A Certified Financial Planner is a professional financial planner who has attained one of the highest levels of qualification in the […]

Read more of "What is a Certified Financial Planner (CFP)?"

7 tips for a prosperous 2011

January 5th, 2011 by Dan Woodruff

According to a recent survey by YouGov (commissioned by the Institute of Financial Planning), only 14% of people have put plans in place to work towards their financial goals (a […]

Read more of "7 tips for a prosperous 2011"

Emergency funds

November 16th, 2010 by Dan Woodruff

We read somewhere recently, that the average person in the UK has enough savings to last for around 50 days.  If that’s the average, then there are many out there […]

Read more of "Emergency funds"

I don’t need to know what I’m worth

November 15th, 2010 by Dan Woodruff

Well, of course you do! What we are getting at here is the fact that you should always have a good idea of what your assets are worth, and what […]

Read more of "I don’t need to know what I’m worth"