Bringing it all together – The Financial Adviser
  • Posted by: Jon Doyle
  • Category: Blog, General, Personal Finance

Following on from my previous blogs, How Many Hats, and Here’s the Next Hat – Financial Planner, we’ve now come to the third part of my job. This is where I don my financial adviser’s hat. When working with a client, we should by now have got to know each other pretty well and I…

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Here’s the next hat – Financial planner
  • Posted by: Jon Doyle
  • Category: Blog

If you’ve been following my blogs you’ll know about my penchant for headwear; my role as Financial Advisor entails me, in effect, wearing three hats. There’s my lifestyle planner hat, my financial planner hat and finally my financial advisor hat. Last time we looked at how it’s important to really think about what lifestyle you…

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Winning by not losing
  • Posted by: Jon Doyle
  • Category: Blog, Investments

What an ‘interesting’ week it has been in the world of politics and what an ‘interesting’ week still to come. As I write (well re-write to be honest, a lot changes in 24hrs!) it would appear that we are no nearer a conclusion to Brexit than we were a week ago and there seems little…

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15 things you need to know about Pension Freedoms
  • Posted by: Jon Doyle
  • Category: Blog

Pension Freedoms was a big change in legislation. It now means that anyone age 55 or over has significantly more flexibility in how they draw income from pensions. Coming into effect in April 2015, it was a revolution in retirement planning. Around the third anniversary of pension Freedoms my network, Beaufort Financial conducted research to…

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