The Financial Services Authority (FSA) has published a checklist for investors explaining changes to the way they get financial advice, ahead of the implementation of the Retail Distribution Review (RDR) on 31st December.
The changes to financial advice include clearer charges, clearer services and more professional advice.
Click the read more link below to see the changes in full.
We thought that clients and visitors to our site would find the following article interesting. It’s from the the NY Times website and it resonates with us and the approach we take with our clients.
We hope you enjoy.
To read the article, click the link http://tinyurl.com/cn6qap8
We thought you may be interested to read this article written by Warren Buffett. It supports our philosophy that investing in shares over the long-term is the only way to retain your purchasing power and negate the effects of inflation.
For the article, please click on the link.
For more on investing over the long-term read Slaying The Dragon Parts 1 and 2.
Benjamin Graham once famously said that “The investors chief problem and even his own worst enemy is likely to be himself.”
Graham was a British born American economist and professional investor who sadly died in 1976. Warren Buffett described him as the second most influential person in his life after his own father.
They will initially allow parents, family members and friends to make tax-efficient savings of up to £3,600 annually per child.
Read more …
Money is worthless without purpose. Your wealth is there to help you achieve your goals and aspirations.
I hope that this short video inspires you. It certainly inspired us when we set about establishing Brunel Capital Partners.