Archive: April 2018

Posted in News

How to write a financial plan – Part 3

…no not part 2 – that comes later! Like every good story, a Financial Plan has a beginning, a middle and an end.  I have never written a book but I would imagine that writers don’t necessarily write in that order, and that is the same with a financial plan. Having followed step 1 and Read More +

Posted in News

How to write a financial plan – Part 1

Understand your current position A financial plan will provide you with a clear picture of where you are currently and where you are heading.  It will make all financial decisions easier because you will understand what the impact will be in the longer term. The process of creating a financial plan will involve thinking about Read More +

Posted in News

Financial advice versus financial planning

I recently read an interesting article by an American Financial Planner.  She had met a lady who, despite her reasonable salary, never had any money left at the end of the month and had no savings.  The Planner talked to her about why she thought that was and it transpired that as a child her Read More +