New from us, general communications and announcements as well as notifications about client magazine.
The latest edition of Talking Money that we sent to clients generated a lot of interest and discussion. Our clients all receive a hard copy of this, but it is also available online in our resources section.
“Excellent latest magazine!”
Dominic Thomas: Solomons IFA
You may have noticed that the blog has had a small makeover to celebrate its first birthday (we had a serious makeover of our website in October 2012). This was due to some issues that prevented me from making it look a bit better with images. Previously in this blog (which is my second) I was struggling to successfully add pictures, they would end up too large or in the wrong place. This was partly out of my control due to the techy stuff that I don’t understand that well, but was to do with the site theme and structure. So hopefully from this point forwards images can be inserted to make it look rather better. The old blog is still running, and as of now has had over 50,000 views, but I don’t update it at all and the original content has been moved to this one.
We have also added my twitter feed and expect to add Linkedin, Facebook and various other social media formats for you to hook up to, should you choose to do so. Social media seems to be rather addictive and it is a good way to share useful information, the trick is separating the wheat from the chaff.
A good user experience
Finally, whilst my marketing team work hard to ensure a good user experience, it would be helpful to have any feedback about pages that don’t load up properly or you cannot view etc. Of course you may not know what it is meant to look like, but if it looks odd let me know. We have made considerable efforts to enable you to view our site and all of its content on your desktop, laptop, tablet or mobile smart phone. There are as you may know, hundreds of different formats and it is wise to keep yours up to date.
Dominic Thomas: Solomons IFA
Pensions for over 50’s
We have a unique system, which we call the DomTom system, (it’s a little tongue in cheek). Our approach does to financial services what SatNav did to maps and it is nothing short of revolutionary. Our approach connects your values and motivations to identify the route to reach your desired outcome, which for most people is a specific lifestyle. The best SatNav systems update regularly, helping you to avoid congestion and recalculates the route based on the latest information.
Your Financial Plan needs to adapt its approach as circumstances alter, but if done properly, the principles behind your plan will not alter, because they reflect your personal values.
A great financial plan is a “living” document, something that requires updating and monitoring. It is true to say that “life is a journey” but we believe you need to know where you want to go and how to best get there. You can select the speed and whether you take the scenic or quick route, our job is also to monitor what lies ahead. Our approach provides you with the truth about your financial position.
We believe that you can only make two mistakes along the road to truth, not going all the way, and not starting.