It may have escaped your notice but the end of February marks the 30th anniversary of the first SIPP being established.
Although I fell into Financial Planning by chance, as soon as I understood the profession and the various roles I knew that my goal was to be a Financial Planner.
Now that I have reached the end of week four of working from home, I have been able to reflect on this time. There are things that I miss (colleagues) and things that I don’t (Thameslink).
Over the past few months, I have seen and heard various people talking about the things that have helped them through these challenging times as the world as we know it changes around us.
I've had many conversations with Financial Planners and explained the importance of niche marketing, along with all of the benefits of picking a particular type of client to work with.
Our business has a head office in Cranleigh, Surrey, which is the largest village in England; at least it's one of several in England claiming to be the largest.
As we near the end of the second decade of the 21st century, it’s fair to say the technological advances so far this century have been astonishing.
I love this time of year. It’s a time for reflection and opportunity. It’s a time for resolutions and goal setting, with January viewed by many as a clean slate.
It’s been quite a year for me in my quest to apply life planning technology to civilisation.