Nicola Watts: A more diverse Financial Planning profession
- Tuesday, 30 July 2019
- Comment
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.
Read more...Dan Atkinson: Financial Planning is in its prime
- Monday, 01 July 2019
- Comment
As June passes into July we not only have the peak of summer to look forward to, but Amazon Prime Day – so big it’s 2 days long!
Read more...Nicola Watts: Tracking the value of Financial Planning
- Thursday, 20 June 2019
- Comment
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.
Read more...Dan Atkinson: How Paraplanners are setting the agenda
- Tuesday, 14 May 2019
- Comment
It has been encouraging recently to read about the increasing numbers of Financial Planners and Paraplanners completing their Level 6 (and higher) qualifications.
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