Financial Planning

St James Place: Fees, performance, and what you should be asking

Reports of St James Place's poor performance and high fees regularly feature in the press. Is this criticism justified?

Pyrford Financial Planning is granted CISI Chartered Firm™ status

Pyrford Financial Planning is now a CISI Chartered Firm™. Why obtaining this designation is important to us and our clients.

How much does financial advice cost (and am I getting good value?) Updated for 2023

We help you calculate what you are paying for your retirement planning and financial advice and whether you are getting good value.

Investment management is commoditised

We believe the "investment problem" has been solved, but this doesn't mean that the financial adviser's role is redundant.

What potential clients often think we do versus what we actually do

Potential clients often come to us with questions about their pensions and investments. Retirement planning covers many other areas.

Why we don't offer one-off financial planning and advice

We don't offer one-off financial planning and advice, believing the value of financial planning is maximised with an ongoing relationship.

7 questions to help you find the right financial adviser in 2023

Choosing the right financial adviser to help with your retirement planning is one of the most important decisions you will make.

One-Page Financial Plan - what is it and how can it help with retirement planning?

The one-page financial plan helps you distil your goals and action points into a concise format, enabling retirees to focus on what matters.

'Planning for retirement: Your guide to financial freedom' shortlisted for an award.

Noel's book, 'Planning for Retirement: Your guide to financial freedom' has been nominated for an award by Investing Reviews!

Financial Adviser vs Financial Planner: What's the difference

This blog takes a deep dive and helps you to find a financial adviser to help with your retirement planning.

The five stages of planning for a successful retirement

What are the five stages of planning for a successful retirement? Why you need to consider more than just selecting the "best" investments.

Book Review: 'Invest your way to financial freedom' by Ben Carlson and Robin Powell

Robin Powell and Ben Carlson's book helps people in their 20s and 30s make a solid start in their investing journey.