Get it right
In this section we aim to provide guidance on the financial advice given by advisers.
You can see below links to a range of advice that was given to customers on specific topics.
Our experts rate the advice within that particular topic and give guidance. We always exclude the customer’s name for confidentiality.
What it means to you – the effect of the retail distribution review (RDR) so far!
Tuesday, May 7th, 2013
The first of January 2013 is a date that many firms that operate in the financial services sector will see as very important for many reasons and the changes that it has presented do have an impact on the consumer. What has been the effect on these firms and more importantly what do you as [...]
Tags: RDR
Posted in Investment, Weekly Articles | No Comments »
Lost in Space? Act now to track down all your pensions!
Thursday, May 2nd, 2013
One marked change in modern life is the huge shift in work patterns. Many people will do a large number of jobs and possibly multiple careers throughout their life time. The days of school, one work place and then retirement are largely gone. Many of these jobs will come with a workplace pension and due [...]
Tags: pensions
Posted in Get it right, Pension, Really Useful Money Stuff, Retirement, Weekly Articles | No Comments »
Buy to let – a good investment for you?
Thursday, April 11th, 2013
If you have any capital to spare, then you have almost certainly considered buying to let. It is as popular today as it was in the heady years leading up to the credit crunch. Factors such as a housing shortage, strong rental demand and desperately poor returns on other forms of investment have all played [...]
Tags: buy to let, Buy to let mortgages
Posted in Get it right, Mortgage | No Comments »
Investing today! How do you decide which are the best funds to invest into?
Thursday, April 11th, 2013
This is one of the most interesting arguments in the financial services marketplace. There is more talk around this subject than any other and the confusion that is created tends not to help the investor. However this one area alone is where most investors could make the biggest mistakes with their investments and if understood [...]
Tags: investments
Posted in Get it right, Investment, Investment, Weekly Articles | No Comments »
55 is the pension highway legal limit
Friday, February 22nd, 2013
With the state retirement age galloping towards 70 faster than a Findus lasagne, it is worth noting that there are ways to access your personal pension at 55 – but there are a lot of ‘buts’. The dream of full retirement at 55 may be out of reach for most of us. However, a 4 [...]
Tags: pensions, retirement, tax, tax relief
Posted in Financial News, Get it right, Pension, Retirement, Weekly Articles | No Comments »
When size makes a difference
Friday, February 15th, 2013
No off-colour jokes, we promise! We’re talking mortgages this week – more specifically, how much you can borrow with a mortgage. When it comes to a mortgage, size can make a big difference. How much you want to borrow is one of the crucial factors in determining how your mortgage application proceeds. That might seem [...]
Tags: large mortgages, mortgages
Posted in Get it right, Mortgage, Property, Weekly Articles | No Comments »
Don’t go without when it comes to your money
Friday, February 8th, 2013
2013 is racing onwards and it’s February already. Is it really more than a month since Christmas? It might seem hard to believe, but it really is. And it’s at this time of year that some of us think about those resolutions we haven’t managed to keep – we’ve resigned ourselves to the fact that [...]
Tags: investment, ISAs, tax, tax relief
Posted in Get it right, Investment, Investment, Weekly Articles | No Comments »
Making the most of your mortgage
Friday, January 11th, 2013
It’s the time of year when many of us are thinking about renewing and reviewing, along with lots of good intentions to eat more fruit and vegetables and less chocolate – definitely the case for some of our sweet-toothed advisers! With Christmas just behind us, many of us are no doubt thinking of ways to [...]
Tags: independent financial advice, independent mortgage broker, mortgages
Posted in Debt, Get it right, Mortgage, Really Useful Money Stuff, Weekly Articles | No Comments »
Looking to the Future
Thursday, January 3rd, 2013
Happy New Year to all our readers from everyone at Worldwide Financial Planning. Our very best wishes to you for a happy, healthy and prosperous 2013. A new year means a new start and a time to think about the future, so with our first article of the year, we’re thinking about the next 12 [...]
Tags: auto enrolment, independent financial advice, pensions, retirement
Posted in Employee Benefits, Get it right, Pension, Retirement, Weekly Articles | No Comments »
What’s ahead in 2013?
Wednesday, January 2nd, 2013
After our look back at 2012, this week we look ahead to the coming year. What’s in store for the financial world and, more importantly, for your finances in 2013? Obviously, one has an effect on the other. Changes in regulations to the financial industry have an impact on our personal finances, as do any [...]
Tags: auto enrolment, income tax, Inheritance tax, nil rate band, pensions, tax, tax relief
Posted in Get it right, Inheritance Tax, Pension, Retirement, Weekly Articles | No Comments »
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