Independent Financial Advice - Words of Wisdom and Guidance

You might think that’s a strange title for someone involved in the financial world! However, this week, that’s what Emma Crossick and Alan Moran wanted to talk about.

Often in business client relationship is the most important factor. In this blog we find out why.

In this guide Orry Henderson looks at how to protect your family against death or critical illness and how to keep your pension value intact.

This episode is all about the importance of values and having shared values with the people that matter in your life.

Emma Crossick also looks at why values are important to Interface Financial Planning

In this episode Emma Crossick examines how Alan Moran from Interface Financial Planning has gone from using staff to outsourcing the work for a more efficiant buisness approach.

Orry Henderson looks at how cash flow planning is essentially about linking the here and now with your life goals. As well as using the process to provide clear direction towards your financial plan.

In this episode Emma Crossick looks at the differance between Financial Advisors and Financial Planners.

She also looks at why having a good financial plan is a great idea.

In this episode Orry Henderson discusses behavioural finance which is an incredibly rich and detailed subject.

This short guide will cover a couple of key points.

In this episode Emma Crossick looks at financial buckets.

Your Financial Bucket is the money that you can decide what to do with, whether to save it, spend (some of it, not all of it!) or use for a financial product. It’s also about working out how much you’ve got coming in, how much you have coming in at a later date and evaluating your lifestyle and expenditure to make sure it all adds up.

In this episode we look at the benefits of using an independent financial advisor compared to either a do it yourself approach or an advisor who is restricted.

In this episode Emma Crossick talks about making a bucket list and how having great experiences to enhance your life don't have to cost the earth.

She also discusses why you should make your own list and gives you some ideas on what you could put on it.

Bucket lists are for everyone.