We are approaching the anniversary of the merger of the IFP and CISI so it is a good opportunity to reflect.

One of the biggest topics of discussion within the Paraplanning community has been the idea of a Paraplanning Standard.

Just over a month ago the country voted in the EU referendum - 72.2% of us at least. The result was that slightly more of us wanted out of the EU than wanted to remain.

I’ve recently been reading Chris Budd’s excellent book about financial wellbeing (www.financialwell-being.co.uk). His key principle is ‘know thy self’ which means understanding what’s really important to you. To me, it makes sense that the way you invest money should reflect your values.