Building and forging a close-knit global financial planning community through expert insights from financial planners all around the world.
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
The commoditisation of advice has its natural limits, even in India.
IFAs – Worth their weight in gold?!
The Art Of Silence
An effective impediment to understanding
6,000 miles away from chaos
A good business, as long as you’ve got teeth
Let’s Have A Beer With The FSA
The right number of advisers?
Who is best suited to giving advice on the disposal of the family home in retirement?