Personal Finance Blogs

1
JUL

Did you miss the Mortgage boat?

On Tuesday June 16th I published a Blog entitled ‘Re-Mortgaging: Now may be the time to fix’. Was I right? Please read on…

As happens when you are an IFA (Independent Financial Adviser), Clients get way-laid, get busy, and generally have other things that take precedence over non-pressing financial decisions on a day-to-day basis.

Recently, especially in connection with Mortgages, this can be costly procrastination. There follows an excerpt of an e-mail I sent to one of my Clients yesterday. The ‘60-seconds’ refers to a mini-presentation I make each week in a networking group we are both members of.

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Blog Calendar

27
JUN

Mortgage area almost here

Within the next few days, lse.co.uk launches its Mortgage area, part of the Personal Finance section.

24
JUN

Are you a Director or Partner in a company? Read on...

Bar legal or loan-based insurance requirements, i.e. car or buildings, there is no compulsion to insure yourself or your livelihood.

20
JUN

Suitability letters, an empty office and a year older

No particular train of thought here today, more some ruminations over my week and my lot.

16
JUN

Re-Mortgaging: Now may be the time to fix

On April 15th, I Blogged and asked the question “Mortgage rates: When is a good time to buy your next product?”

14
JUN

Wraps & Platforms: Concluding thoughts

This is part 2 of my ruminations about my recent visit to a conference for Independent Financial Advisers (IFAs) and the investment industry.

10
JUN

KeyData: A warning ‘Structured investment product’ tale

I am up against it today, so sorry for the short, sharp Blog. I will carry through my promise to write again about Platforms and Wraps in the near-future.

6
JUN

Post-Platform Conference ruminations

In my last Blog, I mentioned Wraps and Platforms. I am back from a 2-day conference in Kensington discussing those very topics.

2
JUN

A brief introduction to Wraps and Platforms

Put simply, ‘Wraps’ is another term to describe how you can have access to all your financial products in one online place. It has most relevance for products such as Pensions and Investments.

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