Tagged: Richard Smith

The Money Stuff with Richard Smith Friday 21st October 2022

Events / The World At Large

The Money Stuff with Richard Smith Friday 21st October 2022

Richard Smith has more than 30 years’ experience of the finance industry including insurance and banking, and is the author of The Great British Pensions Swindle. Since leaving the corporate world, his financial consultancy work covers pension planning, estate planning and much more – anything to do with protecting your assets. Richard has his finger on the pulse of the nuances of the most recent changes, and will guide you through the paperwork jungle with a wealth of practical advice that could save you thousands of pounds on topics such as the importance of a Will; Lasting Power of Attorney; Probate; Inheritance Tax; Care Home Fees and End-of-Life Care Finance. There will be plenty of time for questions and answers, and those who attend will also be given a comprehensive information pack to take away, full of information and links to other data sources. If you would like to join us, contact me to reserve your space – judy@indigoumbrella.co.uk or on 07597 020 512.

Government “delusional” about money matters

Posts / The World At Large

Government “delusional” about money matters

My friend Richard Smith really knows his finance stuff, and pensions are right up his street. Check this article out for more information https://www.ftadviser.com/regulation/2021/07/02/govt-delusional-over-online-scams-says-former-ifa/?fbclid=IwAR1nsbA-55PNHA4h5mPnaE_F5riHfyeLJH5Qo5Cbsli81rsncG-JWioOhuQ

BITCOIN AND CRYPTO CURRENCIES

Events / The World At Large

BITCOIN AND CRYPTO CURRENCIES

On Friday 18th August, Financial Consultant Richard Smith came along to our discussion group and gave us a fascinating overview of Bitcoin and other Crypto currencies: what are they, how do they work, should we get some ….? In short, Richard’s view is that if you have an investment portfolio, why not put some of it – perhaps the last 10% or so – into Bitcoin? It has increased in value enormously over the past few years – because, unlike so-called Fiat currencies – there is a finite number of Bitcoins. And if you don’t have serious money to invest? As Richard says, in London now, you can buy Bitcoins from vending machines, and as soon as a mobile app is introduced to make using Bitcoin easier, it will take off. “If you can set up a PayPal account, you can set up your Bitcoin wallet,” was the way he put it. You can browse or print out his notes by clicking on the link below – well worth a read! Digital Currency If you would like to contact Richard direct, his details are as follows: www.thefinancezone.co.uk 0774 007 6226 richard@thefinancezone.co.uk  

The Money Stuff with Richard Smith, Tuesday 13th September 2016

Events / Posts / The World At Large

The Money Stuff with Richard Smith, Tuesday 13th September 2016

Richard Smith, a highly-experienced and very down-to-earth financial consultant, is giving a totally free-of-use session on financial planning on Tuesday 13th September. This is a follow-on from the Dying to Know series of workshops, and Richard will be covering key areas such as: **  inheritance tax **  pension planning **  financing care home care The whole area of end-of-life financial planning is a minefield where good intentions can blow up in your face and have unforeseen consequences. Richard brings his wealth of experience in the finance industry, his understanding of the wrinkles of the latest rules and regulations – and his own recent personal experiences of battling “the system”. Not to be missed if you are looking at your own financial situation or perhaps that of your parents. We are planning to hold this at the coffee shop at Chequer Mead, East Grinstead, 7.30pm – 9pm. ADVANCE BOOKING ESSENTIAL – please call me on 01444 459 433 or 07597 020 512 to reserve your place.