It was good to see the Guidance Consultation from the FCA on the fair treatment of vulnerable clients that has recently been published.

I’m not good at everything. Despite my prevalence for slightly too much bravado and confidence, I’m reminded often of my limitations.

As a firm, I’m delighted that my firm has this month signed up to the Women in Finance Charter, committing to supporting the progression of women into senior roles.

We’ve just published the key findings from our annual Financial Planning Survey in the latest edition of Financial Planning Today magazine.

The latest Investment Association figures, covering fund sales in the second quarter, reveal some interesting movements but also highlight the blunders mainstream investors make over and over again due to the herd instinct.

Over the past 10 years I’ve seen too many governments treat pension savers, particularly middle to high earner, as tax-dodging lepers.

The move to Strong Customer Authentication in the online financial world is a topic few are getting excited about but it will change life profoundly for most people in the UK.

“Will you still need me, will you still feed me. When I'm 64.” 

There is a common mis-conception that Defined Benefit transfers are the scourge of society, an inherent evil that must be stamped out. This is far from true.

Until now Financial Planners have treated the threat from robo-advisers as a limited one - and they have been right to do so - but that attitude may need to change, according to a recent report.