by Hannah | May 28, 2013 | Financial Articles, News
PAYING FOR FINANCIAL ADVICE – HOW TO JUDGE A GOOD REPORT You arrive at a meeting with your adviser to be presented with a leather bound report with gold lettering on the cover. This looks impressive and you know that you may be required to pay a few thousand pounds...
by Hannah | Apr 15, 2013 | Financial Articles, News
PAYING FOR FINANCIAL ADVICE – WHAT TO EXPECT In my previous article I looked at the fact finding which the adviser would carry out to establish your aims and objectives. This fact finding would normally take place at an initial meeting with the adviser. You would now...
by Hannah | Mar 28, 2013 | Financial Articles, News
END OF TAX YEAR As you know I am writing a series of articles on the subject of financial advice but I am taking a break this month to remind you that it is the end of the tax year and what you should be looking out for. As we draw near to 5 April you need to go...
by Hannah | Feb 28, 2013 | Financial Articles, News
PAYING FOR FINANCIAL ADVICE – WHAT GOOD FINANCIAL ADVICE SHOULD LOOK LIKE – FINDING OUT ABOUT YOU In these articles I am looking at the topic of financial advice and why it is worth paying for. If you are to pay an adviser a fee, you need to be assured that you will...
by Hannah | Jan 28, 2013 | Financial Articles, News
PAYING FOR FINANCIAL ADVICE There has been a myth for many years that it was possible to obtain “free financial advice. This was obviously not true. Advisers were being remunerated by commissions which reduced the amount of money you invested in the product. January...
