Coronavirus driving business change
Cranleigh is one of the several villages that claim the title “largest village in England”. It nestles at the foot...
When the intangible becomes tangible
One of the challenges that we face as Financial Planners is that most of what we deal with is intangible. ...
Are you dreaming enough?
I have a confession. When I wake up in the morning, I have no recall of any dream that I...
Why the polluter never pays
As a Financial Conduct Authority (FCA) authorised and regulated firm, we are required to have several arrangements in place to...
Understand needs and wants
What is the difference between a need and a want? At a recent conference run by Distribution Technology, a senior...
Green Tuesday should replace Blue Monday
This week, we experienced the so-called Blue Monday; a day when, having got over the festivities of Christmas and the...
How to Choose a Financial Planner
I fully accept that I’m going to be a little biased here. After all, I’m a Financial Planner, and I...
Moving to Petersfield
When we opened our new office, it coincided with Ron and Lyn selling their home in Midhurst and moving to...
A time of change at Informed Choice
Informed Choice celebrates its 25th anniversary in July. Much has changed in that time. When we started the business in...
Another busy week for this Financial Planner
This week I have been the feature of the FT Adviser Diary of an Adviser. In it, I describe a...