Financial Planning News
Statement
Tuesday, March 27th, 2012 by Roisin McDaidPrinciple First, formerly owned and managed by Gareth Flanagan, is now under new management and ownership. Patrick Durkan has taken up the post of Managing Director forthwith. “We offer our clients a quality financial service and seek to grow the business.” Sara Fish, Operations Director, adds: “Treating Customers Fairly is central to our culture. We [...]
Jelf Group back in the black, although financial planning arm falls behind
Wednesday, June 8th, 2011 by mattcolleyJelf Group have announced that they are back in the black after announcing a pre tax profit over the past six months
From a study we conducted we f…
Thursday, June 2nd, 2011 by adminFrom a study we conducted we found that the average adviser in Financial Services spends 26 hours per client. Compare this with our Client …
Brits waste money on inheritance tax due to poor financial planning.
Tuesday, May 31st, 2011 by mattcolleyA new study has revealed that many Britons are wasting substantial amounts of money to inheritance tax, because they are failing to plan properly.
Over 80% of Financial Advisers to remain independent
Monday, May 23rd, 2011 by mattcolleyA survey of Financial Advisers reveals that 84% will remain independent after the Retail Distribution Review (RDR) despite claims that their jobs will be more difficult following the new rules.
28million Britons without a Financial Plan
Friday, May 20th, 2011 by mattcolleyNew research from Scottish Widows has found that an estimated 28 million Britons have no Financial Plan should the worst happen to them.
Financial Advice on the rise as Jump Money announce bumper profits
Friday, May 20th, 2011 by mattcolleyDespite a global economic downturn it appears that companies offering financial advice are starting to see an upturn in fortunes as Jump Money have proved in their latest results.
Brian Sweeney plans his own financial planning academy
Friday, May 20th, 2011 by mattcolleyBrian Sweeney, the former education director of the Institute of Financial Planning has revealed plans to create an academy for advisors who wish to build up their own lifestyle financial planning proposition.
Would you like a free assessme…
Sunday, December 12th, 2010 by John DohertyWould you like a free assessment of your pension and investment funds. Complete the quick enquiry at http://www.principlefirst.co.uk.
Consumers choose independent financial advice
Friday, October 22nd, 2010 by John Doherty
Most consumers see the value of independent financial advice and make it their preferred choice over bank advisers or accountants, according to a new report by Axa. Read More
Financial Planning
- Avoiding Inheritance Tax
- Capital Gains Tax Allowance
- Discounted Gift Trust
- Endowments
- IHT Exemptions
- Inheritance Tax Calculator
- Inheritance Tax Gifts
- Inheritance Tax Nil Rate Band
- Inheritance Tax Rates
- Inheritance Tax Threshold
- Key Man Insurance
- Potentially Exempt Transfers
- What is Financial Planning?
- Writing Your Life Insurance in Trust
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