Budget proposals that affect financial planning

The Chancellor’s Budget proposals have been well publicised in various forms since he gave his Budget speech. However, based on past experience we have found that our clients and others have welcomed our summary of the proposals that will have a particular impact on financial planning.

Where appropriate we have included comments on the budget proposals which we hope you will find helpful. You can obtain a pdf copy of our Budget Guide from www.arch-fp.co.uk.

Nucleus IFA Advisory Board

Many readers will be aware that the Nucleus Wrap is foundational to our investment proposition for clients. The Nucleus Wrap is controlled by 75 or so IFA firms, many very much larger than us, which like Arch have each been required to take a small shareholding in Nucleus. The number of IFA firms involved with Nucleus continues to increase and the interests of these firms, and therefore their clients, is represented by the Nucleus IFA Advisory Board (IFAAB) which consists of nine member firms. The IFAAB in turn is represented by three seats on the Nucleus Financial Group Board.

We are delighted that Arch Financial Planning Limited has recently been elected to serve as a member of the IFAAB. Being a member of the IFAAB keeps Arch at the heart of the Nucleus community and either I or my co-director, Sarah Bond, now attend the IFAAB meetings. As I also Chair the Nucleus Practice Development Team, one of the sub-committees of the IFAAB, it means that clients can be assured that we are keeping our fingers on the pulse of one of the biggest developments in modern day financial planning for their benefit.

If you would like to discuss any issue that has been raised by our Budget Guide please ask your usual Arch adviser, telephone 01483 204600 or email enquiries@arch-fp.co.uk.

This entry was posted on 29/03/2011 at 01:39 pm and is filed under Blogroll. You can follow any responses to this entry through the RSS 2.0 feed. You can leave a response or trackback from your own site.

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