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Author Archives: Nick Bamford
Five investments to avoid in 2012
2011 has been a tough year for investments. Or perhaps it is more accurate to say that 2011 has been …
Posted in Investments, News
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An investment case study
Robert and Penny have had some historically poor experiences of investing their money. Their previous adviser was very keen on …
Posted in Financial Services, Investments
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There is no such thing as free advice
Recently there has been some debate amongst our peers on the subject of “free advice”. In fact there really is …
Posted in Financial Services, News
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Fixed Protection and the Lifetime Allowance explained
This morning I presented a live webcast on the subject of Fixed Protection and the Lifetime Allowance. Within this webcast …
Posted in News, Retirement
Tagged fixed protection, informed choice, lifetime allowance, nick bamford, pensions, webcast
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A typical client journey
We always follow a six-step approach to helping our clients to achieve their financial planning goals and objectives. We thought …
Posted in Financial Planning, Financial Services
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Build, Manage & Protect Your Wealth
Our ‘strapline’ as a firm of Chartered Financial Planners is that we work with individuals, trustees and business owners to …
Posted in Financial Planning, Financial Services
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How do we do it?
If you came to our office, you would not be surprised to discover that we are diligently working away on …
Posted in Financial Planning, Financial Services
Tagged advice, eair, engagement, implementation, informed choice, review
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Pensions & Divorce. How much will I get?
When a party to a divorce receives a Pension Sharing Annex signed off by the Court we are often asked …
Difficult conditions, great service
I witnessed the most impressive form of customer service on Saturday evening. My wife Andy and I attended the first …
Posted in Financial Services, News
Tagged G-Live, great customer service, guildford, London Symphony Orchestra, power cut, Tchaikovsky
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When markets are volatile, follow a process
What a week it was for the investment markets! Turmoil fuelled by fear and the contagion of fear. No one …
Posted in Financial Planning, Investments
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