Dan Atkinson: Financial Planning Week is opportunity to engage
- Monday, 07 October 2019
- Comment
“Plans can break down. You cannot plan the future. Only presumptuous fools plan. The wise man steers.” ― Terry Pratchett, Making Money
Read more...Dan Atkinson: Putting clients on the right track
- Monday, 02 September 2019
- Comment
Starting is hard. Starting from scratch with a blank canvas is surprisingly scary and suddenly every distraction known to man is much more exciting. How you start isn’t irrelevant, but that you do start is crucial.
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...Paraplanners head to annual CISI conference
- Monday, 17 June 2019
- Articles
Paraplanners are heading to the CISI Paraplanner Conference, which gets under way today.
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