Thursday 13 November 2025 will go down as one of the most revealing days of my career. It was a tale of two worlds. In the morning, I stood in the ExCeL Centre surrounded by more than 2,000 advisers at the PFS “Power” Conference — a rally called Mind the Gap. The message repeated all … Continue reading Mind the Gap: A Day Inside Britain’s Financial Illusion — and the Quiet Resistance Rising Against It
Tag: pfs
The Birth of the Holistic Wealth Planner
The Birth of the Holistic Wealth Planner How a conversation with Don MacIntyre helped name a movement. A Profession at a Crossroads In the autumn of 2024, I reconnected with Don MacIntyre, then Chief Executive of the Personal Finance Society (PFS). The profession was in flux. Questions were rising about integrity, independence, and identity. Was … Continue reading The Birth of the Holistic Wealth Planner
Academy of Life Planning 