The Next Plot Twist: Transforming Your Career as a Holistic Financial Planner

Imagine this: owning a financial planning firm where you do what you love every day—helping people solve life’s problems and live their best lives. A practice free from the hassle, constraints, or high costs of running a regulated product intermediation business. You focus solely on what truly matters: making a difference in people’s lives. That … Continue reading The Next Plot Twist: Transforming Your Career as a Holistic Financial Planner →

HapNav v2.0: Enhancing Your Financial Journey – Upgrade Details

This weekend, on Saturday 7th and Sunday 8th December 2024, HapNav, the revolutionary Happiness Navigator, will receive a major upgrade! Designed to empower you to take full control of your financial future, HapNav integrates seamlessly with Open Banking to deliver personalised financial planning. Why HapNav?HapNav is more than just a financial planning app. For just … Continue reading HapNav v2.0: Enhancing Your Financial Journey – Upgrade Details →

Defending the Role of Impartial Financial Guidance in the Face of Institutional Maneuvering

In the intricate web of financial services, the distinction between advice and guidance is not just a matter of semantics but a cornerstone of consumer protection. The Financial Conduct Authority (FCA)'s recent review has sparked a necessary dialogue on this very distinction, aiming to redefine the boundaries in a way that could significantly impact the … Continue reading Defending the Role of Impartial Financial Guidance in the Face of Institutional Maneuvering →