As well as writing various pieces for the financial services press, we also write the occasional blog.

Are you making full use of your paraplanner?

I really enjoyed sitting down with my family over Christmas to watch one of our favourite films, Monty Python’s Life of Brian. There’s a classic scene in this film which always makes me think about paraplanning. My tenuous link...

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How to avoid data horrors this Halloween

October is Cyber Security Awareness Month. It doesn’t exactly roll off the tongue, does it? The concept originally launched in America in 2003, but the EU quickly followed suit and it’s now a worldwide initiative. Given the sensitive nature of...

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How to find the right paraplanner for you

10 years ago, when I started my business, we paraplanners would speak to advisers who didn’t see the need for us, whether in-house or outsourced. We would find ourselves explaining that, if you pass your research, analysis and report...

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Compliance Vs Client – how much information should be in a Suitability Report?

There’s been a lot of focus in recent years on suitability reports and making them shorter. You’ve probably read the much-reported ‘three things that need to be a suitability report’. These are: The client’s objectives Why the recommendation is...

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