A Smooth Transition from Railways to Retirement
Rail Wellbeing Live 2024: Justin King shares essential retirement strategies to support rail industry employees in achieving financial wellbeing and a fulfilling life beyond the tracks.
Protecting our clients against cyber attacks - Cyber Essentials Accreditation
In 2022-23 32% of UK businesses reported a cyber attack or breach. Protecting client’s dats is an important priority, so gaining re-accreditation to Cyber Essentials helps to secure our IT against cyber attacks.
Rory Sutherland’s ‘doorman fallacy’
The ‘doorman fallacy’, as Rory Sutherland calls it, is what happens when your strategy becomes synonymous with cost-saving and efficiency; first you define a hotel doorman’s role as ‘opening the door’, then you replace his role with an automatic door-opening mechanism.
Financial Planning is a Process, Not an Event
Most people would acknowledge that doing financial planning is an important practice, it’s only when it becomes urgent that they take time out of their busy schedule to meet with a financial planner. When done right, financial planning is a lifelong iterative process that requires constant work.
Pearls of Wisdom from a Modern Genius
I am committed to only recommending and implementing tried and trusted investment strategies, but I do see the value in learning from the great minds in other fields. Especially someone as wise as Steve Jobs. Here I explore three wise sayings and what they teach us about financial planning.
Don't Get Stung: How your adviser could help prevent fraud
If you get stung and become a victim of fraud, you probably won’t get your money back. Thankfully, eagle eyed IFAs can be well placed to help you identify possible fraud and avoid becoming a victim. Here’s one such story.
MFP Wealth Management supports CISI’s Financial Planning Week 2022
The Chartered Institute for Securities and Investment's (CISI) Financial Planning Week runs from the 3rd to the 9th October. MFP Wealth Management supports this initiative by offering free initial consultations. These appointments are to help you start planning for your retirement.
Justin shares ‘specialising’ experience at CISI Conference
Justin presented at the CISI South-West regional conference sharing his experience of working with clients. He discussed how to identify who you can add most value to and how to communicate best with them.
Interest rate rise from NS&I appeals to big savers
For the second time in two months, NS&I have announced an increase in interest rates to 0.5% on both their direct saver and income bonds products. NS&I savings plans have excellent protection from the Treasury.
A rise in court cases challenging wills
A recent study by The Institute for Fiscal Studies (IFS), that drew data from a combination of resources, concluded that inheritances are becoming an ever more important component of personal wealth.
Protect your digital assets after death
Our lives are moving online more and more each day as we back up photos and communications to the cloud. Some people are going as far as using online money with cryptocurrency.
NS&I to Cut Savings Rates
Low savings rates across the board State-backed NS&I have been best buys for savings for months as the Government, desperate to bring in cash,
Transferring family wealth successfully
You may have heard of the old adage from shirtsleeves to shirtsleeves in three generations, but is it really true?
All about equity release
The current generation of retirees has benefited greatly from quite dramatic increases in house prices over the years. And this is great news for retirees in general,
Giving you space to talk about money in a way you’ve never talked about it before
A real financial planner Most people don’t hire a financial planner in retirement because they can’t work out what to do themselves,
Employee Ownership Trust – exiting your business whilst leaving a legacy
After many years running the business he founded, you may be ready for a change of direction. Maybe you are planning your retirement…
The Court of Protection: When Powers of Attorney go wrong
What happens if you lose mental capacity without a Power of Attorney Only 7% of the UK population currently has a Power of Attorney in place.
How to plan with confidence for later life, with Jane Finnerty of SOLLA
Why more complex retirements require a different approach to planning The retirement landscape is changing. No longer can people reply…
How a Core Secure Income can bring peace of mind in retirement
From an interview with ex-FCA regulator, Rory Percival Most people seek peace of mind in retirement. This can be delivered in a number of ways,
Justin King features in Voyant’s ‘Professional Spotlight’
Why cash flow planning is the foundation of excellent advice Most financial advisers still don't build cash flows for clients. It's something we've done…