What is Your Passion?

Why did you originally choose to become a financial adviser, and why are you still in the profession?   All too often I hear advisers asking those questions of themselves for all the wrong reasons.  You know the type. The negative thinkers you always seem to bump into...

Auto-Enrolment Opportunities

Many advisers have told me they do not intend doing anything about auto-enrolment advice as they do not see any real opportunity.  I suspect some of them do not want to move out of their comfort zone!  But what exactly are the opportunities for a financial adviser,...

2014 Budget

This year’s budget included a revolutionary change to the way in which pension benefits may be taken. This change has already been widely discussed, and the advantages to clients are very obvious. There are also other potential implications which I find even more...

The Autumn Statement and our Clients

This year’s autumn statement has been hailed by some commentators as a non-event.  But if you look carefully at the small print there is plenty which is likely to effect some of our clients, especially those in business. Income Tax As had previously been announced,...