Financial Planning

/Financial Planning
  • Sale!
    So many positive comments have been poured out on this easy to follow ‘ positive communication in the sales environment’ publication that a reprint has taken place and a huge discount applied for the original work. Half price but far from half the value.
  • A few left. An incredibly easy stroll through trust applications to take the student and the experienced practitioner to success. Author Terence P. O’Halloran Chartered Financial Planner. Soft cover A4 246 pages (heavily illustrated examples).
  • Some say fund management “is an art”, others “a matter of luck – right place at the right time”. The author of Hindsight – The Foresight Saga might well agree with both statements. Hence the book.
  • One of the most exciting yet avoided financial planning subjects is trusts. Will trusts, simple trusts , family trusts, life assurance trusts and pension trust; just to mention a few, all play an extraordinary part in the financial planning process. In short, trusts are crucial to the success of even the most basic financial plan.
  • For many reading time is a problem. Understanding the application and use of legal trusts, especially when studying for exams, can be even more of a problem. Here is the Basic section of the book Trusts a Practical Guide is on CD. Each chapter is accessible individually; as is the Chapter summary.
  • You may or may not have concluded Part 1 of this two part set. This is the advanced element where we deal with the application of more complex arrangements. Understanding the application and use of legal trusts, especially when studying for exams, can be viewed as a problem. The purpose of this CD set of four discs is to ease that view to the point of simplicity. Each chapter is accessible individually; as is each Chapter summary.
  • You Sign

    £4.95
    You Sign is an excellent basic book that explains the principles of life assurance / insurance and the financial mechanism of a mortgage: savings for pensions, family protection, and so on. Anyone who has just started a family needs this book. Anyone advising on basic financial Planning needs this book as an able assistant in the sales process. Buying the solution always outlives a sold product.