Simon’s Market MinuteOne of the main talking points in September, aside from my wedding of course, was a long-awaited interest cut in the US. The 0.50%…Oct 1, 2024Oct 1, 2024
CertificationThe Senior Management & Certification Regime (SM&CR) came into effect for smaller financial services firms in December 2019 and should now…Jan 13, 2023Jan 13, 2023
So what is a financial planner?If I get asked what I do, I’ll usually say that I’m a financial planner. At this point I find that I’m met with blank faces, and then the…Apr 1, 2021Apr 1, 2021
Why I am proud to be an idealistA few years ago, in a business meeting, I was referred to as an idealist. It wasn’t meant as a compliment. The implication was that I was…Mar 29, 2021Mar 29, 2021
