In late 2015 we made the decision to rebrand our business Jane Smith Financial Planning.
The CISI's Financial Planning Week, which gets under way today, is by far the best campaign of the year in terms of encouraging consumers to learn more about the benefits of sound, long term Financial Planning in its widest sense.
Five years ago today, I launched an online petition calling for fairer funding of the FSCS.
A general election makes my blood run cold, but a snap general election makes me just want to hide under my desk until the fall out has settled.
Have you ever thought about how your firm would look if you started again now from scratch?
Two years on from the introduction of Pension Freedoms, a new report finds many SME owners have unrealistic expectations of how much their pensions and businesses will contribute to their retirement, writes Clifton Asset Management’s Anthony Carty.
We're a tough breed in journalism but the death of Succession founder Simon Chamberlain shocked and saddened me deeply recently - as it did many readers who contacted us. Despite this I believe Simon's death teaches us all many lessons but perhaps not the obvious ones.
The changes to the taxation of transfers to Qualifying Recognised Overseas Pension Schemes (QROPS) has been received both positively and negatively by the pensions industry.
Much debate is ongoing about the merits of being a Certified or Chartered Financial Planner, writes Keri Carter CFPTM, managing director of Broadway Financial Planning.
The whole ‘Chartered Body Alliance’ thing seems to have come out of nowhere to me. Clearly it has been brewing for a while and I think that it is a good thing for financial services.
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A decade ago, I did something that seemed unlikely, if not impossible, fewer than 10 years earlier.
I wrote early in 2017 about my hopes for the industry, and touched on unifying Financial Planning and Paraplanning communities, and how any future merger of the PFS and the CISI might give Paraplanners a voice.
It’s not a merger but it is a step forward for the Chartered adviser bodies and the Financial Planning profession and it’s long overdue.
When I write a blog it can be a stream of words pouring out my head onto my laptop, but I do reread what I have written, and think about the impact of what I have said, I also spell check it and have others do the same for me.