Emergency Budget 2010
George Osbourne has just delivered a very impressive budget.
Read the full details here
Smart TV
SFP Video Blog - 12/04/10
The election promises hot up, what is good for you and who is leaving the UK
Last week was dominated by the debate about employers national insurance. I share my views and on the news that Ineos founder Jim Ratcliffe, has decided to relocate his operations to Switzerland.
Performance Related Fees are not Smart
Investment news' Jeff Benjamin published his view that in future Financial Planning firms will be encouraged by their clients to charge fees commensurate with the investment performance that they achieve. http://www.investmentnews.com/apps/pbcs.dll/article?AID=/20100214/REG/302149992
I feel that this entirely misses the point of a Financial Planning firm. Financial planning is about aligning clients assets and goals and work on getting from one to the other. Where in that process is investment performance mentioned? Financial Planners have three roles, to design a plan of action, to select appropriate products for the client and then create in investment strategy to achieve the goals. Why should the clients payments be related to the least important area of the three?
Steve Martin CFP, is the Managing Director and a Certified Financial Planner (CFP) / Independent Financial Adviser (IFA) at Smart Financial Planning
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