Financial To-Do List: 10 Things to Consider
Summer holidays – With the distractions of work slightly subdued it can be a time to review your financial ‘To Do’ list. In this article we offer ten things you might want to consider:
News
“You Have to Be in Gold”
“All of us could benefit by examining our inclination to invest with our hearts rather than our heads – especially when it comes to gold.”
The Art of Letting Go
In many areas of life, intense activity and constant monitoring of results represent the path to success. In investment, that approach gets turned on its head.
Getting into the Financial Planning Habit
Some brief insights from ‘The Power of Habit’ by Charles Duhigg, on how introducing the right habits could have a significant impact on a person’s financial success.
Child Benefit – Some Useful Pointers
We have recently had a number of discussions with clients concerned about the recent changes to Child Benefit.
The Value of Protection
There are a number of different Protection Policies available and we believe that several merit considering as part of an overall Protection Planning strategy.
Income Drawdown – Looking for Income in Difficult Times
In December’s Autumn Statement, the Chancellor announced that the maximum level of income for those with a Self Invested Personal Pension (SIPP) in Capped Income Drawdown will increase from 100% to 120% of the Government Actuaries Department (GAD) rate. This change is to be introduced from 26 March 2013.
New Year, New Offices
We’re delighted to be making a fresh start to 2013 with a move to new offices at Hartham Park.
The Retail Distribution Review – What does it mean for you?
You may have heard in the news and the weekend financial press that changes have been introduced to the way financial advisers can provide advice to their clients. In this article we will look at some of the measures that have been introduced and how this will affect the advice that you receive.
Proud to be Chartered Financial Planners
Fresh Perspective Financial Planning has recently been awarded the prestigious Chartered Financial Planners designation by the Chartered Insurance Institute (CII).
Denton’s Pensions present Matthew with an iPad
Testament to the saying “you’ve got to be in it to win it”, Matthew was delighted to win an iPad having taken part in a survey by specialist self-invested personal pension (SIPP) provider, Denton’s.