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Achieving the Advanced Diploma in Financial Planning

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 ...

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Achieving the Advanced Diploma in Financial Planning

On Friday, I was delighted to receive my Advanced Diploma in Financial Planning (and therefore ...

14
Dec
My First Month at FP Wealth Management

When considering my placement year, I was looking for a position where I could grow ...

30
Jul
FPWM Investment Strategy Committee Q3 Tactical Views

So, it seems that all is right with the world again.  What were we all ...

15
Jul
FPWM Investment Strategy Committee Q2 2020 Tactical Views

These are interesting, unprecedented and challenging times.  As we perhaps see some light at the ...

28
Apr
COVID-19- FPWM’s views and actions

This blog post is a reaction to the recent disruptions in global investment markets driven ...

16
Mar
Tax Year End is Close: Could You Save Tax?

With the end of the 2019/2020 tax year fast approaching, it is time to consider ...

12
Mar
Spring Budget 2020

Rishi Sunak presented his first budget yesterday, where he was trying to provide a balance ...

12
Mar
FPWM Investment Strategy Committee Q1 2020 Tactical Views

2019 was a good year for investment markets generally after a challenging 2018. For the ...

03
Feb
Women In Investment Conference – Fidelity International

Last week, Shannon and I had the pleasure of attending Fidelity International for their Women ...

02
Dec
Bournemouth University’s Annual Careers Fair 2019 – The Future of Advice

Last week, I was given the opportunity to represent the Future of Advice (FoA) at ...

12
Nov
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