Independent Financial Advisers - Financial Life Planning
What an uplifting topic and one that I have covered it before but it’s important to update these topics periodically, especially this one. The reason this came to mind was because yesterday morning I had to submit my application to the FCA to continue to be authorised to supply advice on Funeral Planning. While the…
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Well, do you? I bet you do! So, I have some great news for you and I’m not trying to sell you anything, this is purely for information (for my regular readers, you know how much I love sharing quality information). At Interface Financial Planning, we offer an online system to all of our clients…
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Recently, I’ve been working on an interesting project on National Savings and Premium Bonds. I think it’s a great way for people to invest money. Bond numbers can come up time and again, so once your numbers have been drawn, they don’t become obsolete, they go back into the draw again. They’re tax efficient too…
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I often talk about values and that’s because to me, they’re enormously important. Everyone has values, if you don’t know what yours are, why not create your list? Once you’re in the flow, you’ll find you continue to add things to it! One very important value to me is listening and I’ll tell you why…
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I love a good saying, and one of the ones that I find myself repeating time and again is “You can lead a horse to water but you can’t make it drink.” Usually, it rushes across my mind when I’m in the middle of a conversation with a client who’s umming and aahing over my…
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Now this is a really important subject. I’m not talking about losing crisp, fresh notes when you’ve been to the cashpoint. Perhaps absent-mindedly not taking them with you because you’ve been busy concentrating on other things (although that’s incredibly annoying). Or dropping loose notes into an unzipped handbag because you think you’ll put them in…
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In the last piece that I wrote I stressed the importance of you writing a Will, (if you haven’t seen it, click here). Today, I want to talk about an even more important document – your Lasting Powers of Attorney. You see, I think that your LPA (that’s the shortened version of its name) is…
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No matter how many times I come across it, I still find it amazing, indeed shocking that two out of three adults do not have a valid Will in place. When you put it down to figures, did you know, that means that only 33% have a will? I often why the other 67% haven’t…
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It starts with the why…then the how…followed by the what! People often talk about what they do or even how they do what they do and perhaps I’ve been guilty of doing some of that in some of my recent blogs (have you read them? Click here if you fancy a nose)! The most important…
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If you have listened to my bucket video you will know that proper financial planning is not about pensions or investments or which fund you are invested in or how much return you get from your investments, it is about whether you will have enough money to live your life and do the things that…
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