Tuesday, February 09, 2010
   
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Latest News Read the latest news from the financial world and SFP: Video Blog; Smart Blog; Smart News; Smart in the press;
Our Clients Our clients are predominately:   Professionals; Business owners; Sudden Wealth individuals (people who have come into money);   Is this you?  
Investment Philosophy Smart understands that you will only invest your money to help you achieve a target or goal. We believe that should be done in the lowest risk and lowest cost manner possible. Is this different?
Wealth Management Our clients tell us that the reason they deal with us is because we understand their aspiration for the future and help them organise their assets and income to help them succeed. Could this help you?

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SFP Video Blog - 08/02/10


End of compulsory annuitisation and how not to pick funds!

Get your pen and paper ready, it's time to write to your MP again (second time in two weeks!). George Osborne has proposed an end to the illogical compulsion of annuity purchase (or something equally as poor) at age 75. Great news if it becomes reality.
Financial Express have published the best funds to invest in over the last 5 years, here is a guide of what not to invest in if ever I read one. Hear why

Smart Financial Planning helps you answer a number of life's most important questions

  • Is your lifestyle sustainable?

  • What does your perfect future look like?

  • Could you afford to go part time, spend more time doing the things that you love?

  • Can you afford a career change to follow your heart?

  • Do you know if you will have enough money to retire on?


If you have assets (excluding your property) of greater than £500,000 or expect to get there soon and are looking for an adviser to work with for the long term, register in the members area of our site to review, in detail, the ways that we can help you.

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