Independent Financial Advisers - Financial Life Planning
One chance to make a difference In question 3 of the Kinder life planning process we ask ourselves: “if we were suddenly told that we had only 24 hours to live, how would you feel, what would you miss, what haven’t you done, what has been left unsaid, and what did we always mean to…
Read MoreHappy New Year I wish you all of the best for 2013 and I hope that the economy, the weather, and most of all your good fortune improve over 2013. The initial surge in the stock market is certainly a good sign, and it I am hoping that the incessant rain of 2012 has stopped.…
Read MoreMerry Christmas and A Happy New Year I wish you all best wishes for the Christmas season and a prosperous and happy New Year. Perhaps in 2013 I will at last stop talking about the RDR because it launches on 1st January but somehow I don’t think that will bring the last of it. The…
Read More“Clearing up a misconception” Now that we are only weeks away from the implementation of the RDR on 1st January 2013 and we enter the Fee Only Financial Advice Era it may be appropriate to clear a misconception: I find the idea that a financial adviser’s turnover equals profit a strange notion, but it was…
Read More“The market is going up the question is when” This was a quote from an ‘Investment Academy’ run by Nucleus Financial in London on 27th September. It emphasises why it is so important to be in the market and not to try speculate with market timing or to remain uninvested. Guessing with market timing is…
Read MoreNirvana or Armageddon? As the end of 2012 beckons I am excited by the number of activities now happening as we approach 1st January 2013 and the implementation of the RDR (Retail Distribution Review). The Sunday Times on 26th August published a review of the implications of the RDR and estimated that one in eight…
Read MoreEveryone’s day is 24 hours! Did anyone see Cherry Healey’s program on BBC3 on 19th July “Do we work and play too hard?” It was great to see how four different life situations gave you a lot to think about the ‘work-life’ balance. I read a great book by David Scarlett last year: “The Soul…
Read MoreDoing things right! A big thank you to Sylvia my client of over 20 years for my Bouquet, Chocolates, & Bubbly – I always aim to get things right and it made me ecstatic to receive this wonderful surprise. On 2nd July we were joined by my Personal Assistant Leanne from Timeetc to ensure that…
Read MoreNewsletter & Alan’s Blog June 2012 The News During the last month business meetings have kept me busy as usual: ‘The Adviser Gym’ with David Scarlett in Manchester; ‘Life Planning Mastery’ seminar with George Kinder in London; ‘Prestwood’ business workshop with Simon Williamson in Droitwich to mention a few. So many workshops are now ‘virtual’…
Read MoreNewsletter & Alan’s Blog May 2012 Communication I will be the first to admit that nothing beats a face to face, heart to heart, communication, and I agree that picking up the phone is better than a score of emails but we are in an age of electronic communication and the number of ways to…
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