Building and forging a close-knit global financial planning community through expert insights from financial planners all around the world.
Why do life offices punish the sensible?
Election 2015: A financial planner’s worst nightmare
Investment Income – The Inconvenient Truth
Get your CIP in order
Life & Cashflow Planning – Why So Popular?
Firebrands, Insight and my waning affection for a woman called Nadine.
Streamlining Your Annual Planning Meetings
UKIP’s numbers don’t stand up to closer inspection
Cartoon: Using a pension bank account
How To Find Good Professional Connections (And It’s Not About The Money)
Reframing your retirement proposition and showing the value
What’s in a Name? Brand to Standingford