It was, to some degree, inevitable that private equity firms would turn their attention to UK Financial Planner firms.

I imagine most Financial Planners have a picture in their heads of their ideal client - perhaps a client who looks a bit like their existing clients.

There’s been much written over the past couple of days about a survey and report, compiled by CoreData, into the impact of Covid-19. 

We have just witnessed another successful Financial Planning Week, and it was great to see the PFS joining the CISI for the first time in promoting this.

Often people think about putting in place Lasting Power of Attorney for an elderly relative. Although it is something we talk to clients about all the time, I’m writing this article now having seen two high profile cases in the press in recent weeks which underline the vital Financial Planning importance of Power of Attorney.

Financial Planners who have built strong relationships with clients will have seen predictable reactions to recent market movements - but what if we could better predict and understand emotional reactions and investment intentions during these challenging times?

It's true that not all Financial Planners are keen on the free, impartial and independent guidance service, Pension Wise. 

This year, at least since March for obvious reasons, has been a wipe-out for Financial Planner events culminating in the postponement of the Personal Finance Society’s much-anticipated Festival of Financial Planning.

Last weekend I went out to a restaurant for dinner for the first time in four months. It was fabulous. I’d forgotten what a pleasure it was to be served good food in a decent restaurant. I’d also forgotten how much it costs. Ouch!