Hundreds of global insights from innovative financial planners.

Behavioural biases, their impact on customers, how the FCA thinks and likely interventions.

The Relentless Pursuit of Happiness

Think SMAC: The power of relationships

Is “super clean” even clean enough?

The Collaborative Nature of Post Retirement Financial Planning

Shooting for Inbox Zero? Try Sanebox and Mailstrom

The Ten Building Blocks that Make A Great Financial Planning Practice. 

There’s no denying it, is there?

Unintended Consequences of Regulation

The S-Pen is mightier than the sword! (Client meeting notes)

I heard it from a friend who heard it from a friend who heard from another……..

Oh no not another time bomb