James

George Kinder: Life Planning v Financial Planning

When a client meets with a Financial Planner they want to feel that their life is special.

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John Moret: Toxic post-Carey claims could rock SIPPs sector

Unlike the original judgment in the Adams v Carey/Options case we did not have to wait over two years for the Court of Appeal’s decision which came last week.

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John Moret: A court case that could change everything

I have spent a large part of the last three days in a virtual court room listening to the Appeal Court hearing of the Adams v Options/Carey SIPP case.

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