• Home
  • Episodes
  • About
    • Awards
  • Contact

Make the most of your money

martin@icfp.co.uk
Informed Choice RadioInformed Choice Radio
  • Home
  • Episodes
  • About
    • Awards
  • Contact
ICR058 – How to make your personal finance resolutions stick in 2016

ICR058: How to make your personal finance resolutions stick in 2016

01/01/2016 Posted by Martin Bamford Podcast No Comments

This episode of the Informed Choice podcast is a review of the year before looking at goals for 2016, and talking about setting and sticking to personal finance resolutions.

There’s also a roundup of the latest news from the world of personal finance and investing.

Subscribe in iTunes | Click to listen now | Right click to download episode

-Average house prices rose strongly in December, according to the latest survey from lender Nationwide.

-The Financial Services Compensation Scheme (FSCS) is reminding savers about new rules coming into force on 1st of January, which will reduce compensation to £75,000 per person, per institution.

-The Chartered Institute of Personnel Development is warning that wage growth is likely to fall short of Bank of England expectations next year. Employers are due to hold back on pay rises as a result of growing costs.

-In another set of forecasts, the head of the International Monetary Fund, Christine Lagarde has said that global economic growth will be “disappointing and patchy” in 2016.

Main topics

This episode of the Informed Choice Podcast is all about a review of 2015 and setting goals for 2016.

Martin starts by recapping on another excellent year for Informed Choice.

It was a record year for business revenue, with operating revenue up by 34.4% on 2015. Martin explains this is a result of the new pension freedoms introduced in April, a growing number of post-war baby boomers reaching retirement age and a continued focus on raising our visibility with clients and contacts in Cranleigh.

He also talks about the over 100 national press mentions for Informed Choice in 2015, Nick speaking at the Personal Finance Society National Financial Planning Symposiums and appearing alongside MoneySavingExpert’s Martin Lewis in an FCA video about customer vulnerability.

Martin was named Dynamic Planner of the Year 2015. He was also shortlisted for Social Media Adviser of the Year at the Unbiased Media Awards 2015 and Informed Choice was a finalist for Best Retirement Adviser at the Money Marketing Awards 2015.

We grew our team, with Andy Bodman, Viv Lee and Chris Hand all joining the Informed Choice family so we can provide even better service and support to our clients.

There were some new titles this year, with Martin and Shelley both becoming Chartered Wealth Managers following the merger of the Institute of Financial Planning (IFP) with the Chartered Institute for Securities and Investments (CISI). Martin also became an Accredited Later Life Adviser with SOLLA.

On a personal perspective, Martin reflects on his wedding in the summer, a couple of running races, a new pet and meeting HRH The Countess of Wessex.

Looking ahead to 2016, Martin shares his big goal which is to get back into running, with a deferred ballot entry in the London Marathon.

From a business perspective, Martin talks about ambitious revenue targets, implementing a new back office system and focusing on the later life advice market.

What about your New Year’s Resolutions? After health and wellbeing, personal finances are the second most popular resolutions in January.

Martin shares some great tips for making resolutions stick – breaking big goals down into small steps, setting SMART goals, finding an accountability buddy and setting positive goals.

Help us spread the word!

If you enjoy the show, please subscribe in iTunes and write us a review!

Reviews really help us stand out from the crowd and reach more listeners.

Subscribe in iTunes | Click to listen now | Right click to download episode

No Comments
0
Share

About Martin Bamford

Your host for Informed Choice Radio is Martin Bamford, an award-winning Chartered Financial Planner and Fellow of the Personal Finance Society. Martin is Director of Client Education at Informed Choice and the author of several personal finance books including The Money Tree, Brilliant Investing and How to Retire 10 Years Early.

You also might be interested in

Happy Side Hustle, with Bec Evans

Happy Side Hustle, with Bec Evans

Mar 30, 2020

If you’re looking for fulfillment outside the day job, you[...]

Susanne Chishti is CEO of FINTECH Circle

An industry insider’s look at the fintech explosion, with Susanne Chishti

Aug 13, 2018

Susanne Chishti is CEO of FINTECH Circle, Europe’s first Angel[...]

ICR 098_ Gotta Catch ‘Em All

ICR098: Gotta Catch ‘Em All

Jul 22, 2016

  In this episode of Informed Choice Radio, Martin talks[...]

Leave a Reply

Cancel Reply

Latest episodes

  • Expensive Funerals & Risky Bitcoin
  • What were the top 10 Informed Choice Radio episodes in 2020?
  • What does a no-deal Brexit mean for your money?
  • What an international tax laywer thinks about a one-off wealth tax in the UK
  • Covid cards, lottery ban, & mysterious monoliths

Subscribe to Informed Choice Radio

 

Like us on Facebook

Get social with us!

About us

Welcome to Informed Choice Radio, the personal finance podcast all about achieving your financial goals and living a better life.

Find us here

  • Martin Bamford
  • Informed Choice Ltd
  • Sundial House, 20 High Street
  • 01483 274566
  • martin@icfp.co.uk
  • www.icfp.co.uk
  • martinbamford

Fresh from our podcast

  • Expensive Funerals & Risky Bitcoin
  • What does a no-deal Brexit mean for your money?
  • What an international tax laywer thinks about a one-off wealth tax in the UK
  • Covid cards, lottery ban, & mysterious monoliths
  • What We Think When We Think about Wealth, with Dr Rainer Zitelmann

© 2021 · Informed Choice Ltd. Site by Bamford Media

  • Home
  • Contact
Prev Next
This site uses cookies: Find out more.