Right now, the world really does seem a complete mess. Stock markets around the Globe have been in ‘reverse’ mode for all of this year so far and you would be completely forgiven for thinking the gloomy results for portfolios is now written in stone. We have our quarterly Proactive and Pro-Ethical reviews starting next
I want to say a massive ‘thank you’ to all of my clients who helped to sponsor me in running the Preseli Beast on Saturday. Between us, we raised £1,880 (at the last count) for the British Red Cross Ukraine Humanitarian Appeal. This year has been a difficult one for my running, as I have
You can’t blink around here at the moment without someone passing an exam! Bethan sat the Chartered Insurance Institute (CII) R01 exam this week. This is a tough 2 hour exam that focuses on financial services regulations, rules of markets, planning decisions and much more. It has been the nemesis of several financial planners that
Huge congratulations to Holly who has just passed the CII exam in Long Term Care. This two-hour exam tested her knowledge in later life planning for clients who need to cover care costs. The cost of a residential home is now around £54,000 per year on average in the UK. In many cases, clients are
Many congratulations to Katy who has today passed the tough CISI professional assessment on ‘Vulnerable Customers’. This is the professional assessment that both Bethan and Darren went through last year. Run by the Chartered Institute for Securities and Investments, this course seeks to concentrate on the legal rights of vulnerable people when they require financial
Right back in 2016, Katy and myself agreed that we needed to get an up to date view of the matters that were most concerning our Pro-Ethical clients. We decided to ask them collectively to prioritize the areas of ‘screening’ that meant the most to them. Initially, we used surveys in the post, but we
