Charles Stanley makes new Financial Planning hires

Wealth manager Charles Stanley has expanded its Oxford office with a raft of new Financial Planning-based hires. 

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Dan Atkinson: Surround yourself with people who strive

As you might have guessed from previous blogs I think we have some excellent people in our profession. These people are passionate about getting the best outcomes for their clients, but also find time to encourage others along. There are no monopolies on good ideas and more than enough potential clients to go around. Passionate people attract each other and form collaborations.

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PFS to launch new diversity programme to reach millennials

PFS CEO Keith Richards today revealed the body would be launching a new inclusivity and diversity programme to reach out to millennials.

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Dan Atkinson: What is the purpose of Financial Planning?

What exactly is the purpose of Financial Planning? How do we represent it to the public? Why should they feel compelled to engage and pay fees for it? What is the value? I’m not going to go deeply philosophical on you – don’t worry! But what is it that we do? What purpose – economic, social, or other – do we serve? If we aren’t clear in our own minds how can we help clients to realise the importance of what we do.

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