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November 9, 2023
It’s important to set the goal for the first meeting with clients in advance: say you look forward to hearing about their plans for the future
November 6, 2023
Conservative supporters are looking to chancellor Jeremey Hunt to launch an election saving Hail Mary in the Autumn Statement later this month.
November 3, 2023
My alarm goes off at… ...it can be as early as 5am if I’m travelling into Saffron, or 6am if I’m on the way to London. If I’m working from home, however, I’ll usually set it for 7am to allow me enough time to walk the dogs, have breakfast and start my working day at half past eight. Every day really is so different
October 31, 2023
To those who doubted the regulator’s intent, we are witnessing the opening salvos of a programme designed to deliver what it says on the Consumer Duty tin.
October 23, 2023
Chancellor Jeremy Hunt wants our money. There has been nothing subtle about the government’s approach over the last four months. The opposite in fact. It has made it very clear it wants to channel pensions and savings funds into UK investments to help kickstart growth in productivity.
October 23, 2023
Studying for professional exams or building a client base is not a punishment — it’s an investment for a very valuable career
October 19, 2023
SJP, to its credit, has decided to take remedial action now rather than delay the inevitable
October 17, 2023
Achieving financial goals means little unless there is something the other side of it
October 16, 2023
Scrapping the triple lock without a viable replacement would be to treat state pensions as bargaining chips in a poker game between political parties determined to look “responsible” on public spending.
October 16, 2023
Do two of the FTSE 100 behemoth SJP’s big appointments mean it’s serious about moving in the right direction?