Financial Planners who have built strong relationships with clients will have seen predictable reactions to recent market movements - but what if we could better predict and understand emotional reactions and investment intentions during these challenging times?
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It's true that not all Financial Planners are keen on the free, impartial and independent guidance service, Pension Wise.
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This year, at least since March for obvious reasons, has been a wipe-out for Financial Planner events culminating in the postponement of the Personal Finance Society’s much-anticipated Festival of Financial Planning.
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Last weekend I went out to a restaurant for dinner for the first time in four months. It was fabulous. I’d forgotten what a pleasure it was to be served good food in a decent restaurant. I’d also forgotten how much it costs. Ouch!
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My new car can drive itself. When driving past Stonehenge last week, in the usual stop-start traffic caused by the heritage site rubberneckers, I flicked on 'autopilot.' Read more ...
It’s been on our “to do” list for months, maybe even a couple of years. We’ve deliberated over what it should look like, what it should do and how we would use it. We’ve looked at no end of options out there and we’ve completed the due diligence.
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A few years ago I carried out a research project for another publisher and we worked out that all the personal finance magazines put togther would equal only a fraction of the circulation of Women’s Own.
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Financial Planners has adjusted remarkably quickly to remote working and video meetings with clients but it has not been easy for some and in many ways is just a speeding up of trends we have seen over recent years.
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We were treated to some astonishing figures from the FCA this week as it attempts to grapple with the huge growth in people buying cryptoassets.
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