There is much to be said for receiving quality written advice from a CFP®, but you should also know when it’s time to move on.
Finding a financial advisor (and when to fire one)
read more
Financial planning and advice
Take a look at our latest articles listed below.
Getting Married – Beware the Pitfalls of the Nuptials
Getting married is way more than just the ceremony. It is critical that the un-romantic financial issues are discussed before the wedding arrangements.
Getting married: tying the financial knot, too
Between ordering champagne and debating the merits of phyllo vs. puff pastry canapés, it’s easy to forget that marriage also involves long-term financial implications.
Online Fraud Awareness Tips – A Reminder to Stay Vigilant
Do you remember the famous ‘inheritance scam’? Now common via email or even SMS, it was being run via the postal service back in the day. Fraudsters are nothing new, they just have more advanced ways…
Has the Bank of England withdrawn existing £20 and £50 Notes
If you happen to have any £20 or £50 notes stashed away following your last trip to the UK, you may be interested to know that they will soon become worthless. The Bank of England (BOE) is phasing out the existing bank notes in favour of new polymer notes that have better durability and security features.
Help your financial planner to help you
Successful investors understand that financial planning is a life-long process achieved in close partnership with their financial planner.
Hi Mom & Dad, I’m back! The boomerang generation
Unemployment is the decisive factor causing young adults to move back home and rising property prices aren’t helping the situation.
Holistic financial planning: Partnering with your financial advisor
A holistic approach allows your financial planner to carefully consider and integrate all aspects of your finances and future goals.
How do I protect my Assets in an Inflationary Environment?
The COVID-19 pandemic upended financial markets in early 2020 which resulted in very low global growth and inflation..
How do you Invest well in times of Financial Market uncertainty?
If you are like most of us, feelings of uncertainty can bring on acute discomfort. We do our best to avoid it…
