The power of generosity
The relationship between cost and value is not always straightforward. You don't need to be able to speak German to understand that the value of the gift given in this video is far greater than the cost. This video reinforces what I believe...
Why you shouldn’t fret this autumn
How did the markets do this last quarter? As of August 21st, the longest-running S&P 500 rally (by some counts) was born out of “the ashes of the financial crisis.” Then came mid-September – ten years since the beginning of the financial crisis of 2008 – along with...
6.9 million parents mitigating IHT by transferring assets early
20% of parents passing on wealth early New research from Direct Line Life Insurance suggests that 20% of parents – 6.9m mums and dads – have transferred assets to their children early to mitigate inheritance tax. According to the report, some £227bn has been...
Life expectancy improvements grind to a halt
One of the great success stories of the last century has been improvements in life expectancy. In 1900 in Britain, life expectancy at birth was about 47 for a man and about 50 for a woman. Fast forward to 2018, and life expectancy has improved dramatically; to 79...
Retirees are underestimating the cost of living in retirement – are you?
People in the UK expect to spend an average of 38% of their retirement income on basic living expenses* but the reality is that they require nearly 53%. Schroders Global Investor Study 2018 has revealed a significant gap between people’s expectations and the financial...
The first totally honest stock market story
The unknown author of this article from over 20 years ago is a genius. In one brief article he encapsulates everything I believe about the media noise around investing, with satire and more than a handful of references only Wall Street insiders will fully appreciate....
MFP Wealth Management is an Independent Financial Adviser (IFA) serving the New Forest, Christchurch, Bournemouth, Dorset & Hampshire. MFP is a trading style of My Financial Planner Limited which is Authorised and Regulated by the Financial Conduct Authority – FCA registration number 505247.
10 Falcon Drive, Christchurch, Dorset, BH23 4BA. 01425 279212.
