What happens in a Financial Planning Meeting?
Adon Beddoes, Chartered Financial Planner based in our Ho Chi Minh City, Vietnam office explains in detail what happens in a Financial Planning meeting. Check out the video here:
Chartered Financial Planner
It is my fundamental belief that financial planning makes life better. I enjoy helping my clients work towards their financial goals to give them freedom and choice.
Updating a financial plan: Seven must-do’s when you change job
How should you prepare financially for a new job or career change? We have put together a comprehensive list of financial planning must-dos when you move company, change career or get a promotion. With the excitement and responsibility of taking on a new role, financial planning can slip down the priority list. However, omitting to…
Hotel general managers and financial planners: what they need to succeed
Although the hospitality and finance industries are very different, I believe that successful hotel general managers have a lot in common with financial planners in terms of what is needed to excel in the field. In this article, I explore some of the parallels between the two roles. I love finding out about the various…
Financial Planning For Millennials: Don’t Waste Any More Time!
Life is expensive for millennials, who have had more than their fair share of financial hurdles to get over. Nevertheless, financial responsibilities need to be met, and burying your head in the sand is only going to make things worse. Learning how to manage your money is the only way to achieve financial independence. Here…
What Should I Do With All This Money? Advice For When You Receive A Windfall.
Imagine that you came into a large sum of money: a lottery win, an inheritance, a gift from an ageing parent to avoid inheritance tax. Receiving a windfall is a once-in-a-lifetime chance not only to indulge some of your wildest fantasies but also to make a real difference to your financial security and that of…
How To Keep Your Financial Resolutions Beyond Quitter’s Day!
You may not have heard of Quitter’s Day but it has become a thing in recent years. The concept has been popularised by Strava who analyse global fitness data collected from their app each January to work out the day that most people abandon their new year’s fitness resolutions and return to life as a…
My Ten Golden Rules of Investing
As a financial adviser who has helped hundreds of clients get to grips with their finances, I understand just how confusing and daunting the world of money and finance can be. Unfortunately, basic financial knowledge is rarely part of the educational curriculum, and many parents lack the knowledge to pass on to their children. Hence,…
Financial Planning To Protect Your Investments Against Market Volatility
Volatility is part and parcel of investing so if your retirement plan – or indeed any other financial planning goal – is reliant on investing in equities it is something that you are going to have to deal with at some point or other. The fact is that most of us are not cut out…
How Far Does £1 Million Go In Retirement?
One million pounds. It sounds like an enormous sum doesn’t it? Certainly enough for you to be able to stop working at a reasonable age and retire in the manner to which you are accustomed… Or is it? And then there is the small question of whether £1 million is an achievable sum. It seems…
Do I Have Enough Life Insurance?
I’ve been carrying out lots of client review meetings recently – something which all advisers should do by the way so if yours doesn’t, it might be time to switch – and the issue of life insurance has been coming up a lot. These reviews have often thrown up clients with too little life insurance…