- Friday, 20 September 2019
A report published by Octopus Group at the beginning of August, reported that “almost a third (29%) of financial advisers polled said they expect to retire within the next five years, rising to 6 in 10 (58%) within the next ten.” This is “equivalent to more than 15,000 financial advisers leaving the profession out of a current total of over 26,600.”Read more...
- Monday, 29 July 2019
Financial Planning Today recently reported that a nationwide study for IFA network Openwork found just 15% of adults saw a Financial Planner regularly, with men more than twice as likely to receive support with their finances compared with women.Read more...
- Thursday, 14 February 2019
I remember the first exam I passed towards achieving Chartered status, R02 Investment Principles and Risk, February 2014. Five years later and I’ve finally achieved Chartered status – something which feels like it has taken forever.Read more...
- Thursday, 20 December 2018
As 2018 comes to a close and we look back over 2018 and the progress that has been made in the Financial Planning industry, now is a good time to think about what change we want to see in 2019.Read more...
- Tuesday, 06 November 2018
“There is one and only one social responsibility of business – to use its resources and engage in activities designed to improve its profits so long as it stays within the rules of the game, which is to say, engages in open and free competition, without deception or fraud.” [Milton Friedman, Capitalism and Freedom, 1962.] How things have changed!Read more...
- Thursday, 23 August 2018
Last year I read an article offering some advice to millennials from a millionaire, “if you want to buy a house, stop buying avocado toast.” Thank you Tim Gurner. I don’t think I’ve ever had avocado toast and I am yet to be a homeowner.Read more...
- Wednesday, 04 April 2018
When I was growing up, my parents often told me: “It’s not what you know, it’s who you know”.
Although still in the early stages of my career, the people I have worked with, or met in the industry have been central to my development.Read more...
- Tuesday, 21 November 2017
On 31 December 2012, the Retail Distribution Review (RDR) was introduced. It made clear how much consumers pay for financial advice, what they pay for, and improved professional standards by introducing a new increased minimum level of qualification for all Financial Planners. The aim was to professionalise the industry and I believe this was a good place to start in improving the reputation of the industry.Read more...