Saturday, 28 November 2015

"HatTip" - Autumn Market Update


Stock markets around the world probably went up and down over the last few months. The fundamentals behind these movements were thought to be people buying shares and other people selling them.


If you would like to get more regular drivel like this then simply Google “financial advisers who send out pointless monthly market updates”. You will find literally hundreds of them. Take your pick.

Wednesday, 25 November 2015

"HatTip" - 2015 Autumn Statement


And exhale! Miracles do happen: Gorgeous George managed to get through an Autumn Statement without completely rearranging the personal financial services landscape.


Perhaps he read the last paragraph in this....

Of course, the devil is often in the detail, so don't pop those champagne corks quite yet. Especially if you are a buy-to-let landlord; the Chancellor seems to have you in his sights....

However, for the moment, let us be grateful. No doubt he will find things to dicker about with during next year's budget!


Thursday, 15 October 2015

"HatTip" - Nick Interviewed in "Adviser Business Review"

An interview from October 2015 which first appeared in "Adviser Business Review".

In practice: Financial forecasting software


Nick Lincoln, owner of Values to Vision, has been using financial forecasting software since 2008.

ABR editor Rob Kingsbury spoke to him at a recent Voyant Mastery training session about why and how he uses it and whether it has affected the bottom line of the business


Nick Lincoln began using financial forecasting software in 2008, around the time he set up his lifestyle financial planning company, Values to Vision. He first used Prestwood Software’s Truth and switched to Voyant in 2011.