Tag: financial planning
Window of Opportunity to Review Your Protection Needs
From 21st December 2012 changes to the EU Gender Directive means that men and women must pay the same basic premiums. Although life and critical illness cover has traditionally been less expensive for women, these prices are likely to increase. Respectively this means the same for Income Protection policies where men have traditionally paid less [...]
Read moreBungee!
What were you doing this Bank Holiday Monday? Perhaps some DIY, a day out..? One of our administrators – Jessica McMahon – meanwhile completed a Bungee Jump for the charity Cash for Kids – a charity set up to help local children. The specific purpose of the event was for Hull Royal’s new Children’s Accident [...]
Read moreExam Success at IFP!
As a Chartered firm of financial planners, we pride ourselves on our professional qualifications which ensure we are able to provide the highest quality financial advice to our clients. It is not only important that our client facing advisers are well qualified but also our support team who assist in formulating the reports and recommendations [...]
Read moreMD of Informed Financial Planning presents at National SIFA Conference
Our Managing Director – Kevin Ferriby – was one of three IFA firms nationally – invited to speak at SIFA’s Annual Conference with reference as to how we work with firms of solicitors. Considering the number of firms who are members of SIFA across the UK and we were one of three firms invited to [...]
Read moreA look at what IFP do for our clients…
This section of our quarterly newsletter will look at a specific case study and demonstrate how you can identify which of your clients we may be able to help, how we provide our services and the results of providing high quality independent professional financial advice. The Retiring Business Owner Case Study Mr Owner aged 57 and [...]
Read moreMay Market Commentary
Wednesday April 25th must have been the morning David Cameron felt like phoning in sick. The Office of National Statistics officially confirmed that a shock 0.2% contraction in growth had pushed the UK into its first double dip recession since the 1970s. Meanwhile the Levenson Inquiry rumbled on with Culture Secretary Jeremy Hunt facing calls to [...]
Read moreFinancial Planning and Divorce
No-one who is going through a divorce finds the process easy: it’s long, messy and almost always painful. Even if there are no children involved, divorce is a procedure that takes its toll on both sides: the acrimony, the paperwork – and the inevitable meetings with your solicitor. It’s understandable that many people involved in [...]
Read moreWhat are your financial goals?
Working in financial planning we come across a varied range of individuals who often arrive with generic financial objectives with regards to investing money such as to outperform the FTSE 100 Index or a range of other sectors or benchmarks. If an investment achieves this it is perceived to have done well, if not then [...]
Read moreDifficult Choices – ISA or Pension Savings?
In the UK, we may be putting more savings into stocks and shares ISAs than into personal pensions. Reporting on savings trends in the 2010/2011 tax year, the Office for National Statistics (ONS) said savers put £14.3bn into personal pensions in that tax year, compared with £15.8bn into stocks and shares ISAs. This compares with [...]
Read more5 Qualities an IFA brings to your investment portfolio
Let’s assume for a moment that you’re in the happy position of having £100,000 to invest. What would you do? Play absolutely safe and put the money on deposit? Or go all out for capital growth and put your windfall into a fund that could give you a sky-high return – but that carries an [...]
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