13 April 2024
Can I Afford an Independent Financial Adviser?
People who pay for financial advice enjoy an average uplift of £48,000 in their wealth over ten years compared to those who don't.
7 February 2024
Six roles of a Financial Planner: What they do and how they can help
A financial planner wears many hats and plays numerous roles in order to help you achieve financial goals
3 November 2023
Joanne Dale: Taking clients on a journey of discovery
Joanne has a talent for explaining complex financial structures in simple terms that are easy for her clients to digest. She says this is vital when creating a financial plan.
20 October 2023
Tara Dixon: Financial advice is a family affair
For Tara, helping people make the most of their financial plans, and look after their financial future, is in her DNA
18 October 2023
Sabrina Bailey: It’s not all about the numbers
Sabrina's journey into the financial planning industry was a serendipitous one, shaped by her background and a deep-rooted desire to make a difference in people's lives.
18 August 2023
Chris Masley: Business protection for small businesses
Small business owners could be putting their livelihoods at risk unnecessarily, according to Chris Masley, he explains why policies like key person protection, shareholder protection and relevant life cover are well worth consideration
22 July 2023
Chris Masley: Guiding clients towards a secure future
Nick Cohen, IFA, believes educating young people on financial management and avoiding financial envy, will lead to a happier life
27 June 2023
Nick Cohen: helping new generations benefit from having a financial plan
Nick Cohen, IFA, believes educating young people on financial management and avoiding financial envy, will lead to a happier life
5 February 2023
Financial planner, Jacob Rudman, talks about putting risk into perspective
Jacob understands the need to consider risk carefully. He explains more about the risks people should be taking, and the risks to avoid.
1 February 2023
Paul Cullen: the family man who loves shaping life plans
Paul says good financial advice is about helping people make level-headed decisions to secure the future they want for themselves