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Tag Archives: Financial Planning
Financial Planning – Portfolio Tax Mitigation
How can investors with an investment and ISA portfolio increase their after tax returns without changing the asset allocation of their overall portfolio?
Good investment advice is essential but the tax planning and portfolio structuring advice outlined below will increase after tax returns for many clients.
Posted in Blog, Financial Planning, Investments Also tagged independent financial planning, investment advice Comments closed
Investment Advice – Not the Ryanair of asset management
But the analogy to Ryanair doesn't really work as it is not low cost - 1% per annum for a concentrated mainly buy and hold portfolio is expensive and whilst air fares vary in price I don't suppose they vary as much as 10 or 25 times which would be the case if £100,000 or £250,000 was invested instead of £10,000. It is the same flight at the end of the day!
Posted in Blog, Financial Planning, Investment Planning Also tagged investment advice, Investment Planning Comments closed
Great Investment Planning Videos
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.
Posted in Blog, Financial Planning, Investment Planning Also tagged financial advisor, Investment Planning Comments closed
Financial Planning – No Punting Needed!
There is a far superior alternative - taking independent financial planning advice. Financial planning is about helping clients achieve their financial objectives and if done properly should put clients firmly in the driving seat rather than bad advisers/conventional wisdom press enjoying or exploiting a clients/readers ignorance!
Posted in Blog, Financial Planning Also tagged independent financial planning, Investment Planning Comments closed
Financial Planning – Have we reached the tipping point?
How valuable are the investment tips we find in the weekend money sections? Can these experts skilfully predict the future and at the same time are they sufficiently altruistic to share their secrets with millions of newspaper readers? I hope readers realise that these tips are of little or no value although they are an interesting read which I guess is why personal finance news editors like to include them in their papers.
Posted in Blog, Financial Planning Also tagged chartered financial planner, independent financial planning Comments closed
Dont believe what you read in the money pages!