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’re currently working on how we can demonstrate and track the value we add for our clients – although we know we add value, it’s difficult to put numbers to without some serious spreadsheet activity.

A recent experience with a prospective client really brought home to me how confusing adviser charges must be for Joe Public. With so many companies offering so many different services and with such varying charges, how are clients really able to compare charges and what they’re going to get for those charges?

A recent meeting with a client really brought it home to me the impact that we, as Financial Planners, can have on our clients.