Dan Atkinson: Brexit will be good for Financial Planning

Just over a month ago the country voted in the EU referendum - 72.2% of us at least. The result was that slightly more of us wanted out of the EU than wanted to remain.

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Dan Atkinson Column: We need to ask more questions about money

I’ve recently been reading Chris Budd’s excellent book about financial wellbeing (www.financialwell-being.co.uk). His key principle is ‘know thy self’ which means understanding what’s really important to you. To me, it makes sense that the way you invest money should reflect your values.

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Dan Atkinson Column: Prepare for radical change on platforms

The big story in planning circles so far this month seems to have been the acquisition of AXA’s Elevate Wrap by Standard Life.

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