Information about Care Planning
If care is a topic you are interested in, please find below some information the specific topics discussed at June's Retirement Café. Whole of life insurance There was significant interest in the subject of insurance as a means of providing an inheritance to...
Swashbuckler Triathlon & The Dales Struggle
Kathy's half-Ironman Triathlon proved to be the most amazing experience. An incredibly challenging one, but hugely rewarding too, as Kathy says in her own words: "Wading into the Beaulieu river at 5am was the most surreal experience. I was fearful of how cold the...
My talk on the Kinder approach to Financial Life Planning
When I founded MFP almost ten years ago I knew I wanted to bring more to clients' lives than just advising them on financial products. So, over a number of years, I undertook in-depth training with the Kinder Institute of Life Planning to become one of a handful of...
Common Sense About Market Volatility
I sometimes struggle to understand why you are so surprised when the market declines. Then I remember the role of the financial media. It plays on fear, anxiety, and greed. Bad and good headlines Here’s a recent headline describing a 1% drop in the S&P 500 index on...
10 Things To Do Right Now While Markets Are (Not Really)Tanking
“This is a test; this is only a test. Had this been an actual emergency …” There is nothing new here. I am only repeating what you have probably heard me say many times. You can skip this blog post and carry straight on but if you would like to hear my witterings...
Claim your Lasting Power of Attorney registration fee refund
If you registered a Power of Attorney in England or Wales between 1st April 2013 and 31st March 2017, you could be due a refund of up to £54. Under a new Government scheme announced last week, those who paid a registration fee of £110 for a Lasting Power of Attorney...