by Stuart Gould | Feb 1, 2024
How Much Money Will I Need To Retire? Your Financial Plan. There is a considerable lack of awareness around how much money a person needs to be able to retire comfortably. Worryingly three-quarters of UK adults don’t know how much is in their pension whilst 1 in 6...
by Stuart Gould | Feb 1, 2024
When Will I Need A Financial Planner? In a previous article I explained the differences between financial planners and financial advisers. In the UK there’s no legal definition between the terms so practitioners tend to self-identify as one or the other (or even...
by Stuart Gould | Feb 1, 2024
Financial Planner or Financial Adviser: What’s the Difference? Delving into the world of financial services, this article explores the distinctions between financial planners and financial advisers, offering insight into their roles and responsibilities. From deciding...
by Stuart Gould | Sep 27, 2023
SSAS Factsheet Do you own your practice premises, or you’re looking to buy a commercial property? Doctors Club Partner Yellowtail Finacial Planning have produced a guide about the benefits of a SSAS (small self-administered pension scheme) A SSAS allows greater...
by Stuart Gould | Sep 27, 2023
The Century Plan Podcast by Yellowtail financial planning The Century Plan is a series of informative podcast with Dennis Hall and Sarah Steele. The podcast look at the financial decisions needed to maintain a comfortable lifestyle, where your money outlives you, and...