OPINION: Is your Financial Navigation System up to date?

Many of us use in-car GPS Satellite Navigation to go to new places.  This guidance system relies on three simple elements: it tells you exactly where you are now, you tell it where you want to get to and it shows you exactly which way to go, step by step.  Brilliant...

ARE YOU A BUSINESS OWNER?

What is the point of running your own business if you don't know if it will enable you to live - and continue living - the life you want, doing the things you enjoy?

NEWS: Simon Yates becomes an Alternative Financial Adviser

Leading Chester based financial planner Simon Yates has been appointed as a Founder Member of Alternative - a pioneering new concept in financial planning conceived by money guru Paul Armson.

OPINION: Our investment philosophy

A financial settlement (arising from a divorce, for example) means different things to different people.  Receiving what we in the financial planning world call ‘sudden wealth' might represent security to one person but it can terrify somebody else.  We've seen all sorts of different responses to the sudden responsibility of managing wealth.

OPINION: FSA to clean up financial services

The Financial Services Authority (FSA) has recently published its most recent proposals for cleaning up financial services.  For a while now, we have been following the FSA's Retail Distribution Review (RDR), what it means to us and what it means to our clients.  The new proposals will come into force from 1^st January 2013.

NEWS: Yates & Co sponsors the North Wales Coast Bowling League

We are pleased to announce that we are sponsoring the North Wales Coast Bowling League and look forward to meeting members and guests during the coming season.

Opinion: Welcome boost for first time buyers

Changes to stamp duty to help first time buyers.

Opinion: do your investment returns measure up?

By Simon Yates, CFP DipPFS CertsCII(MP&ER)

What are your lifestyle goals and what's that got to do with your investment returns?  Our experience is that our clients are much more interested in their lives than they are in chasing investment returns for no particular reason.

News: financial cash flow service launched

Many of our clients have already built up their wealth and maybe a business too, or they have high levels of income, or all three if they're really clever!  They use our Lifestyle Financial Planning service because it helps them to work out what they want to do with the rest of their lives, helps them to create a comprehensive Financial Plan and keeps them (and their wealth) on track year after year.

Opinion: What's your number?

By Simon Yates, CFP DipPFS CertsCII(MP&ER)

You do know what your ‘number' is don't you?