The client should be at the forefront of everything we do in the financial planning profession. Along with the members of my team, it’s our clients who make our business. Without them, we simply wouldn’t have a business.

One of my clients died on Saturday. She died peacefully at home, surrounded by family and loved ones. It was, as far as these things can be, a ‘good death’.

Where would you like to live when you grow older? There’s a lot to consider. Will your home be manageable as you become older and perhaps less mobile?

As part of our marketing mix, we occasionally like to enter and win awards. There’s a certain prestige associated with being an ‘award-winning’ firm of Financial Planners. Our website analytics tell us that prospective clients are actively searching for this term, so serving up a handpicked list of award wins helps boost their confidence that they are contacting the right firm.