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Financial Advice Fees

The Financial Conduct Authority has been making noises recently about there being a lack of price competition in financial advice. Now I could talk about the lack of price competition in regulation, or the fact that we operate in a free market economy where consumers are free to choose and pay for the goods and […]

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Retirement Planning Advice

We’re receiving lots of enquiries at the moment on the topic of retirement planning. That is interesting because the majority of people in the past would have asked us to look at their Pensions as products, but the important difference more recently is that people are actually asking us to help them plan for a […]

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Online Financial Advice

There has been a lot of talk over the past few years about the increasing appetite of technology companies to produce online financial advice services. Many have talked about the possibility of online financial advice helping those people that can no longer walk into a bank and receive advice (or be sold a product). Other […]

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Pension Divorce

We help a lot of clients invest the Pension assets they acquire through a divorce. A Pension Sharing Order is typically awarded to the female, which then leaves her needing to find a suitable Pension to move her ex-husband’s Pension assets to. Searching for a suitable Pension is hard enough, but knowing how to invest […]

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Pension Savings

When the Pension rules changed in April 2015, Pensions became a lot more attractive for a number of different reasons.   One of these was the fact that Pensions could be used as an account to invest money into and avoid Inheritance Tax. The reason for this is that Pensions are usually exempt when calculating […]

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2017

  I’m not a fan of New Year resolutions, I don’t like diet’s and I cringe when people say they ‘need’ a holiday. What we all need from time to time is a lifestyle change. Habits are not easy to change initially, but once you do, you start to wonder how you ever lived a […]

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  As we enter the holidays it’s often a time for reflecting on what’s happened over the past year and what you want to see happening over the next year.   In a way, I’m always surprised at how many conversations I have with clients about how their personal life interacts with their financial life. […]

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Retirement Planning Advice

  Employee Wellbeing   Jaskarn Pawar, Independent Financial Adviser, talks about Employee Wellbeing and its benefits to the workplace. Employee wellbeing has become an integral part of the modern workplace over the past few years. I know employers could say that they have looked after their employees since day dot but in the modern sense […]

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Financial Advice Fees

      Families and Step-Families – how to make the money go round. We see a lot of families planning for their future generations but having this somewhat complicated by previous divorces. It’s easy to imagine the situation where there are children from a previous marriage and children in the current family environment. Making […]

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  Read about how Investor Profile helped Sharon Kemp with the transfer of her ex-husband’s Pension assets to her new Pension during her divorce proceedings. Background. Sharon came to us in October 2014 during her divorce proceedings to ask for our help in transferring her share of her ex-husband’s Pension assets to a new Pension […]

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