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Financial Planning

Why hire a financial planner?

Why hire a financial planner?

If you’ve arrived at this post then you have likely asked yourself whether you should hire a financial planner. You might be at the start of your journey to find the right financial planner, or maybe you’re simply questioning whether this is really a service you want? In this post we breakdown some of the …

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Top broken resolutions and what to do about them

Top broken resolutions and what to do about them

About this time every year, millions of people start thinking about what they’d like to do to change something about their lives, from kicking habits, beginning new habits (preferably good ones) to doing more or doing less.  Unfortunately, the mindset needed to resolve to do something, and that required to actually do it are entirely …

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Should you trust a financial adviser?

Should you trust a financial adviser?

With any relationship, whether we’re talking about family, finance or romance, trust is everything. In today’s ever-shifting financial landscape, a financial advisers’ level of ‘trustworthiness’ is an increasingly important attribute. So why, you may ask, do you need a financial adviser, a financial planner, or both, in the first place? Like any industry, the financial …

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Spotlight Interview with Jonathan Pace

Spotlight Interview with Jonathan Pace

Jonathan joins our Luxembourg team from an engineering and corporate development background with an MBA in finance and specialises in helping clients achieve financial independence through Lifestyle Financial Planning. Outside of work Jonathan sits on the Board of a Luxembourg NGO that raises funds for children in Johannesburg with life-limiting and life-threatening illnesses; their current …

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Got million dollar money habits?

Got million dollar money habits?

What is it that rich people do that makes them wealthy?  Popular thinking would appear to indicate that they have a different mentality. But is that pure genetics, or is it possible to learn some of the behaviours and processes that make the rich, rich?! In Tom Cory’s collection of books such as Rich Habits, and …

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Being a financial adviser and planner in 2019

Being a financial adviser and planner in 2019

At United Advisers Group we don’t like standing still. The industry is changing rapidly, as are the needs of our clients. In this article we talk about the changing investment landscape, what we’re doing to respond, and the key steps we’re taking to improve the service we deliver. Changing demographics and the impact on advice …

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Don’t miss out on your inheritance

Don’t miss out on your inheritance

The latest HM Revenue & Customs (HMRC) figures show that over 24,000 estates in the UK pay inheritance tax each year and, with many estates not taking advantage of the Residence Nil Rate Band (RNRB) introduced in April 2017, the UK government collected £1.9 billion in Inheritance Tax (IHT) in the first four months of …

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How a financial planner is different from a financial adviser

How a financial planner is different from a financial adviser

Traditionally, financial advisers concentrate on selling you a financial product to fix a ‘problem’, rather than focusing on financial planning. Financial planning is a service revolving around YOU, not your money. When it comes to considering future financial goals, most people don’t want to be sold a product. Instead, they want someone to understand them …

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

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

Traditionally, Financial Advisers concentrate on selling you a financial product to fix a ‘problem’, rather than tackling proper financial planning focusing on the most important thing; you. People value a service that relates their goals and dreams; their ‘life plan’.  They want clarity about what their financial future looks like, rather than being sold a …

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Are you spending it like you stole it?

Are you spending it like you stole it?

Turn on the TV; you can’t avoid the adverts. Open a newspaper or a magazine, and you’re hit full in the face by expansive, full-colour montages selling you the dream – showing precisely what you need to buy to make you desirable, to make you exceptional; to make you and your life perfect. Watch YouTube?  …

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