No day is ever the same - our clients are different; their needs and goals are different; their circumstances are different and often subject to change with little or no warning.

The latest edition of Financial Planning Today Magazine has just been published and includes lots of exclusive insights and analysis, including a Cover Feature on how Financial Planning professionals are increasingly targeting the wealth management sector. 

I’m really happy to be part of the executive driving the new Initiative for Financial Wellbeing.

I spent this half term in Poland with my youngest daughter who is studying philosophy and ethics and thought that she ought to visit a concentration camp to better understand some of her studies.