Despite 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.
Despite 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, 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.

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

If your are close to the level where a moderate salary increase could cost you your child benefits, some timely financial planning could save you thousands.
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Over 60% of those rich enough to retire tomorrow are ‘Nevertirees’ who plan never to stop working – but financial planning remains at the core of their future thinking, says Barclays Wealth. Read More

Nearly half of working over-65s are ‘trapped in work’ by falling pension income and inadequate pension planning. With plunging annuities rates, pension income is half what it was 15 years ago.Read More
Half of UK pension savers have never reviewed their pension plans, and cannot say how their pension is invested. One in 5 actually make investment decisions without advice. Most of those prudent enough to review seek pensions advice from an independent financial adviser.

A third of couples over the age of 40 know nothing of their partner’s retirement pension plan, and general finances. As a result, there is no coherent financial planning in place, with many ‘living in hope’ that they will have sufficient income in retirement.
Personal relationships are the most valued part of taking financial advice for most consumers, according to Aviva. This bond of trust makes existing customers the best source of new business for advisers.

The Office of Fair Trading is to look at consumer protection in relation to shopping online. One implication is the importance of unbiased financial advice and guidance on complex financial products, insurances and investments. Read More
















