26

Insights

Financial adviser or soothsayer?

Jul 19, 2023
Gerry Brown
A soothsayer is a person who is supposed to be able to foresee the future. In the eyes of their clients, financial advisers and paraplanners are assumed to have this attribute. Advisers, assisted by their paraplanners, look to the future in terms of ensuring that their clients have adequate retirement income, look to the future in terms of inheritance tax planning and look to the future in ensuring that wealth is maintained and passed down to future generations.
Financial adviser or soothsayer?

Financial adviser or soothsayer?

Jul 19, 2023
Gerry Brown
Financial adviser or soothsayer?

How will AI change the financial advice market?

Jun 28, 2023
Joshua Downes
As AI continues to gain new and ever more complex capabilities, particularly when it comes to crunching data, are financial advisers and paraplanners about to see significant changes in the way they work?
How will AI change the financial advice market?

How will AI change the financial advice market?

Jun 28, 2023
Joshua Downes
How will AI change the financial advice market?

How financial planning can help an ageing population

May 26, 2023
Joshua Downes
How financial planning can help an ageing population

How financial planning can help an ageing population

May 26, 2023
Joshua Downes
How financial planning can help an ageing population

Reform of financial provision on divorce

Apr 20, 2023
Gerry Brown
Every year sees thousands of divorces and endings of civil partnerships. These can often result in significant financial issues for the separating parties and problems can be exacerbated when there are children involved. Not only has the ongoing ownership of assets to be determined, or split, but maintenance might have to be paid. Assets such as pensions will also need to be considered.
Reform of financial provision on divorce

Reform of financial provision on divorce

Apr 20, 2023
Gerry Brown
Reform of financial provision on divorce

How to become a financial adviser

Apr 06, 2023
Joshua Downes
Are you thinking about qualifying as a financial adviser? No matter your career background, if you have good communication and organisational skills, and can write up reports, a rewarding career as a financial adviser could be for you. We put together some advice on how you can become a financial adviser, what the job involves, and what sort of education you need.
How to become a financial adviser

How to become a financial adviser

Apr 06, 2023
Joshua Downes
How to become a financial adviser

Career story: achieving chartered status as a financial adviser

Mar 20, 2023
Joshua Downes
Sonny Kurmi tells us about his journey from a Saturday job in a local bank to setting up his own financial advisory firm and achieving chartered status.
Career story: achieving chartered status as a financial adviser

Career story: achieving chartered status as a financial adviser

Mar 20, 2023
Joshua Downes
Career story: achieving chartered status as a financial adviser

The benefits of joining a professional body

Feb 24, 2023
Joshua Downes
Having a professional designation from an accredited body is a well-established way for financial advisers and bankers to demonstrate their commitment to their profession. It also happens to be an essential requirement for some roles.
The benefits of joining a professional body

The benefits of joining a professional body

Feb 24, 2023
Joshua Downes
The benefits of joining a professional body

Jobs in finance: why work in banking and finance?

Oct 13, 2022
Juno Baker
Have you recently graduated or just left school? Perhaps you’re thinking about what to study at university? Whatever stage you’re at, if you like a challenge, working in a team and solving problems, a career in finance could be for you.
Jobs in finance: why work in banking and finance?

Jobs in finance: why work in banking and finance?

Oct 13, 2022
Juno Baker
Jobs in finance: why work in banking and finance?

Advising mortgage customers on insurance

Oct 10, 2022
Gordon Reid
Given the cost-of-living crisis, it’s no wonder people are looking at how to cut their outgoings. But as a mortgage or financial adviser, you need to help your customers make the right decisions. Gordon Reid looks at how you can help customers stick with policies they may not think they need, but definitely do.
Advising mortgage customers on insurance

Advising mortgage customers on insurance

Oct 10, 2022
Gordon Reid
Advising mortgage customers on insurance