I’m writing this fresh out of a meeting, where I thought the person sitting opposite me wanted to speak to a Financial Planner, and she

Have you ever noticed that some Financial Advisers describe themselves as exactly that?  Meanwhile, some others will add ‘Independent’ to the title. This is a

Whether or not you have retirement plans in place already, you’ve probably noticed that the way we choose to stop working has changed considerably over

As a Chartered Financial Planner, this is a question I’m asked frequently – whether I’m speaking with a new client, or out with family. Early