News
On Friday, I was delighted to receive my Advanced Diploma in Financial Planning (and therefore the addition of some new letters after my name!). This is the qualification required to be a Chartered Financial Planner, a goal I have been working hard towards since I started with FPWM. As someone ...
FILTER ARTICLES
On Friday, I was delighted to receive my Advanced Diploma in Financial Planning (and therefore ...
When considering my placement year, I was looking for a position where I could grow ...
So, it seems that all is right with the world again. What were we all ...
These are interesting, unprecedented and challenging times. As we perhaps see some light at the ...
This blog post is a reaction to the recent disruptions in global investment markets driven ...
With the end of the 2019/2020 tax year fast approaching, it is time to consider ...
Rishi Sunak presented his first budget yesterday, where he was trying to provide a balance ...
2019 was a good year for investment markets generally after a challenging 2018. For the ...
Last week, Shannon and I had the pleasure of attending Fidelity International for their Women ...
Last week, I was given the opportunity to represent the Future of Advice (FoA) at ...
