- Friday, 05 February 2021
I imagine most Financial Planners have a picture in their heads of their ideal client - perhaps a client who looks a bit like their existing clients.Read more...
- Tuesday, 26 January 2021
As many of you will know, I am a big advocate for regulated financial advice. Not only is it essential throughout the accumulation stage, it is even more so in the decumulation stages of life.Read more...
- Friday, 22 January 2021
If I was a Financial Planner I would likely be infuriated by the news today from the Financial Services Compensation Scheme forecasting a levy on regulated firms of over £1bn over the next 12 months, up 30% on the previous year.Read more...
- Friday, 15 January 2021
I was mightily impressed this week by the words from the expanding senior team at Glasgow-based holistic Financial Planning firm Murphy Wealth.Read more...