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‘Uncategorized’ Archive

Savings – How much is enough?

By Andy Hearne FPFS Download PDF Recently, I’ve had numerous conversations with clients about the amount of money that they hold in Banks, Building Societies and National Savings. We all need to hold some money in instant-access savings, either for unforeseen emergencies, anticipated upcoming expenses or to help cover an income-shortfall, but with interest rates […]

Why does longevity matter?

By Andy Hearne FPFS Download PDF We often read about the fact that people are living longer. According to the Office of National Statistics, on average, people aged 55 today will live to their mid-to-late 80s. In addition, around 1 in 10 men and 1 in 5 women this age will reach the age of […]

What not to do in a Market Crash

By Andy Hearne FPFS Download PDF Some of our clients have recently enquired about the potential risks of a market crash and also about the impact of Brexit in particular, not to suggest that these necessarily go hand in hand. In this article, my aim is to dispel the myths, cut through the media noise […]

Planning for Retirement

By Andy Hearne FPFS Download PDF We all have ideas about what retirement looks like. For some, it’s about good walks at National Trust sites or Afternoon Teas with friends on the Thames, for others it’s about ticking things off the Bucket List and taking that cruise or maybe seeing the world via Business Class. […]

Risk and Reward

By Andy Hearne FPFS Download PDF When it comes to investment risk, the word ‘risk’ doesn’t sound particularly appetising. In our heavily-regulated industry, the Financial Conduct Authority (FCA) want to ensure that clients fully understand the investment risks they are taking but the question is; what is investment risk and how exactly does it relate […]

Test Your Knowledge on Pension Freedoms

Pension freedoms have been all over the news recently and Patrick Waller recently wrote about them here. If you’d like to test your knowledge or find out more, take our quiz below. Everyone who takes it is also eligible to receive a free copy of Patrick’s book: Life’s Too Short at this link.

Life’s Too Short: The Video

  We recently reached a big milestone at the Financial Planning Partners Ltd – our 30th birthday. A lot has changed since our entry into the financial world as a fledgling IFA firm. We’re now Chartered and have a dedicated in-house team delivering the gold standard in financial advice to our clients decade after decade. […]

Professional Adviser Features the Financial Planning Partners

Our very own Patrick Waller was featured in Professional Adviser recently. The publication asked for his views on platforms – and you can read the piece in its entirety here. Key Points For many advisers platforms are a staple feature, allowing clients to observe their investments in one place. However, based on the cost of […]

Interest Rates Stay at Record Low

The BBC has released information today about UK interest rates – and they are to remain at their record low of 0.5%. The BBC says: “The decision by the Bank’s Monetary Policy Committee (MPC) comes more than six years after the record low was introduced.  The half-dozen years of ultra-low interest rates have cut savings’ […]

The Myth of Pound Cost Averaging

Below is an excerpt from FPP Director, Patrick Waller’s book: “Life’s Too Short Not To Do Crazy Stuff” about the myth of pound cost averaging. Click here to request a copy. The Myth of Pound Cost Averaging “This is an old chestnut that often appears in those money makeovers you see in the newspapers or […]

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