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Financial Planning

Has your current adviser ever asked you these 7 essential questions?

Has your current adviser ever asked you these 7 essential questions?

The questions asked by your current adviser can provide real insight into how they work. Most financial advisers concentrate on selling you a product to fix a ‘problem’ rather than tackling proper financial planning that focuses on the most important thing – you. Most people value a service that relates to their goals and dreams …

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Preparing for the unexpected

Preparing for the unexpected

We know it’s never easy to think about preparing for the worst such as severe illness, disability or death. These are not topics we take lightly but they are eventualities for which we all need to prepare. Have you thought about what would happen in the event of you falling ill and not being able …

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5 advantages of international banking for expats

5 advantages of international banking for expats

An offshore bank offering international banking is a bank located in any country other than the account holder’s home country. An account held in an offshore bank is therefore often described as an offshore bank account. While international banking and offshore bank accounts are often negatively perceived as a way to avoid paying tax (which …

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Films you should watch about finance and investment

Films you should watch about finance and investment

Given that we are all spending more time at home and inevitably more time in front of the TV, we have updated our top finance and investment film recommendations. We’ve also included TV series in this updated edition and broadened the range a little. We hope you enjoy our top picks including the good, the …

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How cost averaging works in market peaks and troughs

How cost averaging works in market peaks and troughs

It’s not uncommon for people to think they should pull their investments when markets are falling amidst a crisis like a global health pandemic. When markets react, we react. The problem with that, however, is that you make the mistake of selling when prices are low and buying at higher prices when markets inevitably rebound. …

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The ‘Truth’ about saving for retirement

The ‘Truth’ about saving for retirement

Regardless of whether you’re nearing retirement or just starting to plan for your future, knowing how much you will need to retire comfortably can be challenging. There are various factors to consider such as your ideal retirement age and what exactly a comfortable retirement means to you. Does it involve travelling the world, staying in …

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Craig Gardner promoted to Financial Planner in Madrid

Craig Gardner promoted to Financial Planner in Madrid

We are pleased to announce that, after four years with United Advisers Group, Craig has been promoted to Financial Planner. Over the past year, he has joined Director David Cooper in launching our new Lifestyle Financial Planning service which is designed for those living or working internationally. Craig is now our financial planning specialist in …

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Living in Switzerland with a 401k

Living in Switzerland with a 401k

The 401k is an incredible investment vehicle when you are living and working in the USA. However, it can be complicated to convert or re-invest when you live in Switzerland. Many expats chose to leave their 401k as it is and are often unaware that there are other investment options available to them. There can …

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Are you heading towards the wrong financial goals?

Are you heading towards the wrong financial goals?

So, you’ve set your financial goals, worked out what you’ll need to do to make sure you achieve them, and mapped out your route and the milestones you’ll need to hit on your journey. Job done. Time to sit back and enjoy the returns of your hard work! But is it really as simple as …

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Six apps to help you develop great saving habits

Six apps to help you develop great saving habits

Helping people budget effectively and make the best use of their money they have has been the bread and butter of the financial industries world. To support advisers in their mission there is now a raft of technology-based solutions to help people budget. These range from simple spending trackers to full-blown financial applications linking accounts, …

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