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Life Insurance

Most people will (or at the very least SHOULD) have some life insurance, and bear in mind that this only pays out on death, whereas Income Protection Insurance (IPI) pays out if you cannot work, and pay-outs can go up to 2/3rds of normal income – so these are very...

Investing money today

I was recently approached by one of my long-standing clients about an investment that they had done with another adviser a while back, and they were not terribly satisfied with what the other adviser had done as the returns from the investment were poor. Now we can...

Planning your Finances

When someone thinks of planning, they may very well imagine that this involves a lot of technical stuff that is beyond them, but I would suggest that this is where an IFA comes in. An individual can then do the framework of what he or she wants, and the IFA would then...

Tax Planning – April 2021

Andrew Singleton shares some considerations on tax planning, Money Advice and Planning’s network of independent financial advisers are able to assist with your tax planning needs. SALARIES You may think that this is a strange one to put in for tax planning, but...

Investing money

  I invested money for a client just 10 days ago, and this morning I received a frantic email that one fund had lost a lot of money – it was almost like a cry for help, so this showed that I had failed in my first task. When you invest money, it needs to be for...

The MAP monitoring system

When MAP invests money for any client, it is not just a case of putting the money into a spread of funds and walking away – in fact it is the opposite of this. When we invest a clients money, first of all it is into funds that are found to be performing consistently...