Introduction: In the realm of financial services, the terms 'guidance' and 'advice' are often used interchangeably, leading to a significant misalignment between consumer expectations and the reality of the services offered. It's time to confront this issue head-on, challenging the industry to uphold higher standards of transparency and integrity. The Misconception of Guidance: The term … Continue reading Rethinking Financial ‘Guidance’: A Call for Transparency and Integrity →

There are two ways to do financial planning. The traditional way is financial planning with a view to intermediation. This way has loads of financial advantages. The view to intermediation makes the fee VAT-exempt. The distribution makes it an FCA-regulated activity. This affords protection from the Financial Ombudsman and the potential to make claims against … Continue reading It’s not all about me—the two types of financial planning! →

Are you yearning for a professional life where each day is imbued with purpose, where work transcends mere obligation and becomes a fulfilling calling? If the stifling constraints of corporate politics and the relentless pursuit of fleeting success have left you disillusioned, it's time to pause and listen to your conscience. Does it whisper of … Continue reading Unveiling the Elite Planner Accelerator Programme: Your Gateway to Financial Planning Excellence →