- Friday, 17 September 2021
The next generation of Financial Planners is at last coming from a wider range of backgrounds, including graduate entry and that, mostly, is a very good thing.Read more...
- Friday, 10 September 2021
I have to confess to being in two minds about the key announcement from the Government this week about the rise in National Insurance and dividend taxation, ostensibly to pay for social care.Read more...
- Friday, 03 September 2021
In the race to rebrand, go digital, attract private equity, embrace artificial intelligence, adopt ESG - and all the other modern trends - it’s often forgotten that what really matters to most clients is for their provider or adviser to be around for the long term.Read more...
- Friday, 27 August 2021
There is a lot more to Financial Planning than adding up numbers or inputting data into a cashflow modeller.Read more...