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Hi! In my experience as a Financial Planner, I have found that people limit their imagination as to what they can achieve in life because they don't think they'll ever be able to afford their dreams. They reach this assumption because they don't understand how financial planning works and how simple it is. My purpose here is to explain and clarify the financial planning process and all the tools available to you.

Monday
Sep062010

MM No. 44 - Pension Tax Relief

Free money from the UK Government! Shock! Gasp! It's true that by saving into a pension, you can get (almost) free money - in this video I explain how.

Location: Cape Cornwall

Friday
Sep032010

MM No. 43 - Types of Pension

Pensions are generally over-complicated by people, but they needn't be. In this video I introduce the main types of pension plan available and in the next few videos will explain each one in more detail.

The camera is a little shaky on this one, but if you look at the location using the link below and bear in mind it was about a force 5 wind, you'll understand why!

Location: Cape Cornwall

 

Friday
Aug272010

MM No. 42 - Pensions: Introduction

Now we're moving on to the next big section - pensions! Many people over-complicate pensions in their minds, so here I explain the very basics, and set the scene for the next few videos.

Location: St Loy

Wednesday
Aug252010

MM No. 41 - Investment Trusts

Investment trusts are the lesser-known cousins to OEICs and Unit Trusts. They work similarly, but with some key differences.

Location: St Loy

Monday
Aug232010

MM No. 40 - Investment Bonds

Investment Bonds are another kind of wrapper we can hold funds in, but they're also life assurance contracts. Here I explain the very basics of these investments.

Location: Mousehole