When all you are looking for is the best advice or best outcome for your finances. Investors face ‘wild west’ in hunt for independent advice, is the conclusion of Telegraph Money 22/02/20; As lead generators that advertise on Google against such terms as “find an independent financial adviser” pass the details on to restricted advisers, … Continue reading Google: the “Wild West” of Independent Advice
“What I want from you,” said the investor. “Is to do better than the market.” The Planner turned to the investor and stated, “I can’t do that, but I can put in place a plan to make you happy.” “I want you to make me rich, not happy.” Replied the investor. The Peddler stepped in, … Continue reading The Peddler and the Planner
Come gather 'round people wherever you roam and admit that … the old order is rapidly fadin’. What financial planning is becoming in 2020’s is very different to what it has been. It is becoming more like … well … “planning”. What it was – the 2010’s. Maybe financial planning used to be very returns … Continue reading The Times They Are A Changing: What’s the outlook for Financial Planning for the next 10 years.