Financial Advice and Financial Planning

Financial Advice and Financial Planning

Setting aside time to review your financial arrangements and make plans for the future is another of those things most of us have on our To-do lists but which is often a can that gets kicked down the road.

At maloco mowat parker we don’t personally provide financial advice. We believe that advice should be delivered by specialist advisors who are totally independent and look fully at your financial objectives and assist in creating a plan to help best achieve them. This is why we will only recommend independent financial services firms who have been carefully selected for their quality and expertise in the financial field.

What areas of financial planning are they able to assist in?

• Family protection
• Retirement planning & pension advice
• Investment planning
• Inheritance Tax planning
• Saving for the future, including School fees planning
• Planning for the elderly

Independent Financial Advisers are regulated by the Financial Services Authority, who can search the entire marketplace on your behalf. That means that they are totally impartial and have no ties to any specific company and will recommend the most appropriate plans from the entire marketplace.

 

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FAQs

What is a Power of Attorney?
A legal document is signed by you at the present time, designating a trusted individual to make choices on your behalf in case you become incapable of making such decisions for yourself in the future.
Why should I make a Power of Attorney?
A Will guarantees the allocation of your assets based on your desires upon your demise, while a Power of Attorney safeguards your wealth during your lifetime. Having a Power of Attorney is equally vital as having a Will – it’s essential for everyone to possess one.
Is there a limit to how many people I have as my Attorney?
No, there is no limit to the number of individuals you can appoint as your attorney, provided they are at least 16 years of age. However, you need to specify if they should collaborate or act independently when making choices for you.
When does a Power of Attorney start?
You can grant your attorney(s) the power to manage your financial affairs immediately upon registering the document, or you can withhold this authority until you’re mentally incapable of making your own choices. The ability to make welfare decisions can only be exercised when you’re unable to decide on your own well-being.
Can I amend or cancel my POA?
Yes, for as long as you are able to make decisions, you can amend your POA at any time. As long as you have mental capacity you can also cancel your POA at any given time.
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maloco mowat parker

  • maloco + associates Ltd are registered in Scotland no: 477261
  • Registered Scottish letting agent: LARN1808001
  • Registered office 6 - 8 Bonnar Street, Dunfermline, Fife KY12 7JR

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