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My alarm goes off at… ...I don’t need an alarm these days; I have a five-month-old who dictates what time my day starts — and it’s usually pretty early! I wanted to work in the mortgage industry because… ...I’d love to tell you that, while other children were dreaming of being astronauts or footballers, I dreamed of
The proportion of people who either don’t trust advice or value what we do is alarmingly high for my liking.
It's easy to get bogged down in the detail of the smorgasbord of consultations but worth taking a step back to consider the Mansion House reforms as a whole to fathom the central messages.
As financial planning develops as a profession that increasingly crosses paths with life coaching, it would be logical that our industry qualifications would follow this evolution.
Total assets in platform model portfolio services (MPS) topped £100bn in 2022. This segment of the market has been growing strongly in recent years and we expect this to continue. But they are not without their challenges.