Welcome to our very first blog which is now part of ‘the Arch circle of knowledge’. This is simply the way that we describe our attempts to provide easy-to-understand financial planning information to our clients and anyone else who cares to read it.
The objective of the arch circle of knowledge is to provide the right information to the right person at the right time.
The ‘right information’ speaks to us about providing relevant and easily understood knowledge in a financial world that is increasingly complicated.
The ‘right person’ speaks to us about the clients and others who need to use it in a financial world which is in danger of providing an overload of information.
The ‘right time’ speaks to us about knowledge which is provided just at the time when clients (and others) will need to use it (or at least when they are most likely to be able to assimilate it).
With these three key issues in our mind, we have produced the Arch circle of knowledge. It is a circle because each item leads into the next in a continuing circle.
The circle includes client Guides. We have produced around 60 reader-friendly in-house Guides to provide information on a range of financial planning topics. In any year around a third of these are revised as a result of changes to tax and legislation generally.
Our main website, www.arch-fp.co.uk, holds these guides so they are easily accessible. But we have also created a dozen or more single-topic micro sites so that all that you want on a particular topic such as care fees funding is in one place.
A very important part of the ‘circle’ is MoneyTalk, our regular email bulletin which provides timely information in a client-friendly, digestible package.
Then there is ‘Ask Arch’ which makes it easy for visitors to our website to ask us answers to specific technical questions.
The circle will shortly include 60-second video introductions to some of the more important financial planning topics, but I am getting ahead of myself for now.