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Our Investment Process | Focused Financial Planning
http://focusedfinancialplanning.co.uk.gridhosted.co.uk/our-investment-process
Words from our clients. To get the best results from investing your money we always follow a five step process. The steps in the process are,. Understanding your goals and objectives. Taking time to understand your attitude to risk. Agreeing a suitable asset mix for your portfolio. Choosing suitable funds to create your portfolio. On-going monitoring and reviews. 1 Understanding your goals and objectives. 2 Taking time to understand your attitude to risk. 3 Agreeing a suitable asset mix for your portfolio.
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| Focused Financial Planning
http://focusedfinancialplanning.co.uk.gridhosted.co.uk/category/personal-finance
Words from our clients. Category Archives: Personal Finance. 6 December, 2012. It was a sign of the times that the first official word on George Osborne’s Autumn Statement was a tweet from his boss. David Cameron told his 178,514 followers on Twitter: We are on the right track and making progress. … Continue reading →. 10 Savings Tips for 2013. 27 November, 2012. What does the re-election of Barack Obama mean for your savings and investments? 8 November, 2012. Banking Standards under scrutiny. The Parlia...
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Financial Advice | Focused Financial Planning
http://focusedfinancialplanning.co.uk.gridhosted.co.uk/our-approach/financial-advice
Words from our clients. For clients looking for advise on a specific area we offer the following services which will answer the following questions. Focused on at Retirement Options. What income can we get? Will we run out of money? What would happen to the income if my partner dies? Focused on Retirement Planning. When can we retire with the income we want? How much money will we need in retirement? How much should we be saving? Focused on Estate Planning. Can I leave money to my favourite charity?
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Regular Reviews | Focused Financial Planning
http://focusedfinancialplanning.co.uk.gridhosted.co.uk/our-approach/regular-reviews
Words from our clients. When your financial plans have been have been implemented the next step is monitoring and reviewing. Regular reviews are important as advice can become out of date. By regularly reviewing we can ensure that the following areas are addressed and your plans stay on track. Plans should be reviewed in order to monitor investment performance. Has performance been as expected? Has your attitude to risk changed? Has your current capital gains tax allowance been utilised? W: www.focus...
focusedfinancialplanning.co.uk.gridhosted.co.uk
| Focused Financial Planning
http://focusedfinancialplanning.co.uk.gridhosted.co.uk/category/financial-planning
Words from our clients. Category Archives: Financial Planning. Key findings from LV’s saving and retirement report. 18 October, 2016. A recent report from Liverpool Victoria has revealed some startling statistics on savings and retirement in the UK. Perhaps most worrying are the figures surrounding those who have nothing saved for when they finish working: over a quarter of those … Continue reading →. Three lessons about retirement from those who have already retired. 13 October, 2016. 10 October, 2016.
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| Focused Financial Planning
http://focusedfinancialplanning.co.uk.gridhosted.co.uk/category/uncategorized
Words from our clients. 4 November, 2015. Well, what a splendid month October was, with all the major world stock markets that we cover in this Bulletin skipping merrily upwards. Germany and China led the way with gains of 12% and 11% respectively, and if you only … Continue reading →. 26 August, 2015. The Future of Annuities. 19 January, 2015. What role are annuities likely to play in retirement planning in the light of pension freedoms coming into effect from 6 April 2015? Focused Financial Ltd is auth...
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| Focused Financial Planning
http://focusedfinancialplanning.co.uk.gridhosted.co.uk/category/market-commentary
Words from our clients. Category Archives: Market Commentary. 5 October, 2016. September was the month when nothing much happened on the world’s stock markets. Three of the 11 major markets on which we report were up, three were unchanged and five were down but none of them by very much. … Continue reading →. 5 September, 2016. 3 August, 2016. 4 July, 2016. 6 June, 2016. May was the month when you could be forgiven for thinking that there was only one event in the world that mattered: the continuing deba...
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| Focused Financial Planning
http://focusedfinancialplanning.co.uk.gridhosted.co.uk/category/news
Words from our clients. Roadworks on Knightrider Street in Maidstone. 28 February, 2012. Major disruption to traffic is going to occur in Maidstone from the end of March as gas mains are replaced in Upper and Lower Stone Street, it will also mean that Knightrider Street will be closed for three months. With … Continue reading →. UK Economy has stalled according to the ITEM Club. 19 November, 2011. Report calls for banks to ring-fence their retail banking operations. 12 September, 2011. Focused Financial ...
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Our Approach | Focused Financial Planning
http://focusedfinancialplanning.co.uk.gridhosted.co.uk/our-approach
Words from our clients. We offer two types of services to our clients. Financial planning put simply is about deciding what are your goals and objectives in life, working out when you want to achieve them and then putting in place a comprehensive financial plan in order to accomplish them. We work with clients to do this and we call this service Focused on You. Focused on at Retirement Options. Focused on Retirement Planning. Focused on Estate Planning*. Email: info@focusedfinancial.co.uk. A summary of o...
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