Guest Column: Why I sold my wealth business

I started my career in financial advice some 35 years ago and have been running our firm with my wife Joanna for the last 20 years as a family business.  We still advise clients that we first met three decades ago. 


Guest Column: Will better regulation 'fix' DB transfer market?


The latest FCA action on the BSPS scandal has highlighted the considerable risks for Financial Planners in advising on DB transfers. 


Guest Column: Developing 'vulnerable customer' strategies

Make no mistake, the requirement to develop strategies which can recognise and appropriately service the needs of vulnerable customers is a big deal in financial services this year.


Guest Column: A Blockbuster lesson for planners

When I was in my early teens Friday night was movie night at home. My brother and I would head down to Blockbuster Video and pick up a film to watch on VHS, often recommended by the guy behind the counter.

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