The consumer revolution is forcing advisory firms to re-evaluate their business models, and the prospect of increasing the threshold levels for new and existing clients is being actively considered. However, the urgent need to serve the underserved and comprehend the unmet requirements of our target demographic is of paramount importance. The crucial priority for this … Continue reading Transforming Financial Planning with Fintech: Embracing a New Business Model to Serve All Consumers →

As an advice-only financial planner, you constantly seek ways to stay ahead of the competition, develop your skills, and provide the best possible service to your clients. If you want a comprehensive and effective way to take your business to the next level, our annual membership programme may be just what you need. With our … Continue reading Accelerate Your Financial Planning Business with Our Annual Membership Programme →

Let's face it; not all financial advisers are created equal. It's like trying to choose between two different ice cream flavours – one may be likeable, but the other is kind. Sure, reasonable people skills are essential, but they don't necessarily indicate that the adviser has your best interests in mind. If you're going to … Continue reading Financial adviser: Trusted or Trustworthy? →

What would a proper financial planning process look like if the only motive was to help the client on their psychological journey? Human psychological development generally refers to the changes in cognitive, emotional, and social abilities and behaviour that occur throughout life. It is often divided into several stages, including: Infancy (birth to 2 years) … Continue reading Ethical Financial Planning for Prosperity and Peace →

The safe drawdown rate refers to the maximum rate at which an investor can withdraw money from their investment portfolio without running out of money. The 4% rule, which states that an investor can withdraw 4% of their initial investment balance each year, adjusted for inflation, has been widely accepted and supported by evidence and … Continue reading How to Optimise Your Investment Portfolio by Understanding Provider Charges →

Are you a millennial seeking a financial solution that fits your tech-savvy lifestyle? With over £50 trillion poised to be inherited by your generation, it's crucial to find a way to effectively manage your wealth. In this blog, we'll discuss the challenges millennials face in financial planning and provide an innovative solution to meet the … Continue reading Financial Planning for Tech-Savvy Millennials: The Future of Wealth Management →