Picture the scene: a moderately busy suburban branch of a High Street bank in early 2015. A motor cycle courier arrives. He is carrying a large bin bag full of cash, the wads carefully wrapped.

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First things first: Happy New Year. I hope it’s a good one for you, your business and your clients.

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It’s been an accepted wisdom over the past few decades that we are all living longer, at least as a nation. That’s now being tested.

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There has been much talk lately about how Financial Planners can spot and work with vulnerable clients.

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Trust is a critical concept in what we do as Financial Planners but is often hard to define.

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FCA CEO Nikhil Rathi will have given recent critics of the regulator much of what they have demanded in his high profile Business Plan launched this week to much coverage.

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It is no surprise that the pandemic has nudged, encouraged and, to be fair, forced quite a few people to rethink their retirement plans.

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Financial Planning is not a solution to climate change nor world hunger but it is, on balance, a pretty good thing.

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A good financial plan will always need regular updating to stay on track as Financial Planners know, even if clients do not always appreciate this. 

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There are certain stages in life when Financial Planning advice is vitally important and one of those periods is the years leading up to retirement.

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