Tag Archives: financial advisor

Investment Planning – Living with Volatilty

By John Lang | Published: August 10, 2011
The current renewed volatility in financial markets is reviving unwelcome feelings among many investors—feelings of anxiety, fear and a sense of powerlessness. These are completely natural responses. Acting on those emotions, though, can end up doing us more harm than good. Our investment planning service is built on evidence from leading financial academics and where a financial advisor can add real value can be viewed here.
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Where to find a good independent financial advisor?

By John Lang | Published: June 5, 2011
I would actively encourage anyone looking for a good independent financial advisor to have a look at the new VouchedFor site.
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Financial Planning Service – Client Charges

By John Lang | Published: November 11, 2010
Client charges can have a significant cost drag on a portfolio’s overall performance. Traditionally, the charges have been broken down into component parts, making cost comparisons between different providers difficult. I feel that it would be much fairer if all firms whose services include investment management (i.e. not just individual funds but discretionary investment managers and financial advisors/planners) were required to disclose their Total Expense Ratio (TER).
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Great Investment Planning Videos

By John Lang | Published: November 7, 2010
I would like to thank Vanguard for allowing me to use two of their investment fundamentals videos on my site. These short videos are by two great investment gurus Charles Ellis and Burton Malkiel and can be viewed here. As well as discussing what good financial planning and investment planning looks like, they also discuss how a financial advisor can add considerable value.
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Finding a top Financial Advisor is never made easy!

By John Lang | Published: September 2, 2010
If the Find an Adviser site from the leading financial advisor professional body the Personal Finance Society is intended to help a meaningful number of consumers find the most professionally qualified financial advisors in the UK then I would question whether it has been successful.
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Investment Planning – The ETF Tax Sting

By John Lang | Published: July 18, 2010
Exchange Traded Funds (ETFs) are a low cost and increasingly popular way of investing in the markets but potentially come with a tax sting unless they have reporting or distributor status.
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