Category: Advice

  • Give youth a chance

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    Arthur Beverly
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    Having been in this business for 30+ years, it is fair to say that I am not in the first flush of youth.   And that length of time in business has set me thinking about two very important points.  First, is financial services a career for young people? And second, if so, are young people…

  • Have YOU made a will?

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    Arthur Beverly
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    Did you know that around 27 million adults in the UK have not made a will? This can have serious consequences, especially if you’re a parent. Dying without a will means the law will simply run its course, often against your wishes.  It’s a huge risk that leaves you powerless over your assets. Why A…

  • Savers urged to be vigilant after fraudsters steal £202m from pensions

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    by

    Arthur Beverly
    in , , ,

    I noticed this piece in the Mail on Sunday and found it to be very disturbing. The Insolvency Service, which is a part of the Department for Business, has shut down some 24 companies guilty of pension abuse since 2015, according to this Mail on Sunday piece. Around 3,750 victims have been affected, including both…

  • Firms benefit from demand for independent advice

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    Arthur Beverly
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    A Financial Services Group in the Midlands has said it has seen a 50 per cent increase in staff over the past five years with turnover and pre-tax profist more than doubling on the back of increased demand for independent advice. The firm’s assets under advice or trusteeship and administration have increased dramatically and their…

  • The most underrated financial planning advice – Part 4

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    Arthur Beverly
    in

    In my last blog, I talked about getting things the wrong way round and not diversifying as mistakes people make in their financial planning.   Let’s finish off this little series by being a bit more positive. Firstly, be the tortoise, not the hare. “How can I become a millionaire by 35?  How can I become…

  • The most underrated financial planning advice – Part 3

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    by

    Arthur Beverly
    in

    Last time, I talked about timing as a mistake people make in their financial planning.   Here’s two more. “Investing is easy,” a friend told me, beaming.  “Really?” I responded.  “Sure, buy low and sell high.”  There was nothing I could say.  She’d discovered the secret.  But there was only one little problem.  Most people do…