Dan Atkinson: Putting clients on the right track

Starting is hard. Starting from scratch with a blank canvas is surprisingly scary and suddenly every distraction known to man is much more exciting. How you start isn’t irrelevant, but that you do start is crucial.

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Guest Column: Vulnerable clients need protection

It was good to see the Guidance Consultation from the FCA on the fair treatment of vulnerable clients that has recently been published.

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Nicola Watts: A more diverse Financial Planning profession

As a firm, I’m delighted that my firm has this month signed up to the Women in Finance Charter, committing to supporting the progression of women into senior roles.

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Dan Atkinson: Financial Planning is in its prime

As June passes into July we not only have the peak of summer to look forward to, but Amazon Prime Day – so big it’s 2 days long!

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