1. Sorting out our personal finances. The best way I know is to complete a financial plan. We have an interactive, colourful and internet-based version you can start work on from your own PC. You can involve us later or not at all! Please contact us for more details.
2. Taking more exercise! The Investment Coach is a big user of technology so our tip for exercise motivation is www.endomondo.com It is free and you can link up with like minded "athletes" to spur each other on. You will find Andrew Reeves on the site - in training for cycling Lands End to John O'Groats and the MK marathon next year.
Whilst on technology...
We are pleased to announce that The Investment Coach Limited has reached the shortlist stage for the Best Use of Technology by an Adviser award at the Money Marketing Financial Services Awards 2012.
The Investment Coach joins 5 other IFA firms on the shortlist.
The next stage is an interview in January, with the winners announced at an awards ceremony in London on 22nd March 2012.
We are very excited to have this and a second potential award (New Model Adviser) to look forward to in 2012 - the Olympic year no less.
Finally, to those that have asked. The dissertation for the Masters in Financial Planning is submitted (relief!) and anyone that would like a copy is welcome to one - once marked! The subject title is:
"Analysis of Independent Financial Advisers and other personal finance
specialists in the supply of financial guidance for Middle Britain"
As everyone is still in festive spirits we not expecting a long attention span regarding this newsletter. So short it is.
All the best for 2012 from Andrew, Cris, Jay, Amelia and Jo.
Andrew Reeves
Tel: 01933 315698
Website: www.theinvestmentcoach.co.uk
Twitter: @TheInvestCoach
