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It is human nature that when we are asked to give an opinion or to answer a question that what we say in response has positive connotations, that is we want to be able to help and where possible give good news, writes Certified Financial Planner and Chartered Wealth Manager John Rook. 

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Our business has a head office in Cranleigh, Surrey, which is the largest village in England; at least it's one of several in England claiming to be the largest. 

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It may have escaped your notice but the end of February marks the 30th anniversary of the first SIPP being established.

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For some people, their professional body is just a means to retaining the letters after their name or a Statement of Professional Standing. This is part of what our professional bodies do, but it’s not the only thing. They are far from just being certificate-generating exam providing organisations.

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It won’t have escaped the attention of those of us in the industry that the Financial Conduct Authority has made changes to the FCA Register, removing the name of all those in customer facing roles (except where they hold a senior management function).   

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I’m really happy to be part of the executive driving the new Initiative for Financial Wellbeing.

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Although I fell into Financial Planning by chance, as soon as I understood the profession and the various roles I knew that my goal was to be a Financial Planner.

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I've had many conversations with Financial Planners and explained the importance of niche marketing, along with all of the benefits of picking a particular type of client to work with.

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Midnight on 31 December 2019 saw me enter my sixth decade of working in the pensions industry.

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Just before Christmas I suggested that the FCA needed a new direction post-Bailey. It may already have found one although it is clearly not the direction everyone wants.

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