What might you expect from a terrific financial planner? There’s conventional wisdom, and then there’s what I think. Let me give you what everyone else thinks first. I am sure that 99.9% of financial planners will agree with fellow Transparency Task Force volunteer Jeremy Askew FPFS from London. Jeremy, you have my respect as a … Continue reading Great Planning Outcomes →

How to invest - advice-only financial planner How do you run your own money safely? There are no guarantees in investing. The value of an investment may fall as well as rise however you invest and with whoever you invest. You may get back less than the amount invested. But in real terms, it's the only … Continue reading How Do I Run My Own Money … SAFELY? →

The Duty will include requirements for firms to end rip-off charges and fees. The FCA's Consumer Duty will lead to a major shift in financial services | FCA - PS22/9 12.9 By the end of October 2022 (UK) adviser firms' "boards" should agree implementation plans (PS22/9 12.9). What should financial advisers be thinking about for … Continue reading Challenges Ahead: Financial Advisers And A New Consumer Duty →