Sharing ideas, challenging thinking and encouraging better outcomes.

Financial planning is about more than investments, pensions and technical knowledge. It is about understanding people, building strong businesses and helping clients achieve good financial outcomes.

Through Money Wise UK, I share insights drawn from my experience working in financial services and alongside financial planning firms.

These articles explore a range of subjects, including compliance, Consumer Duty, investment propositions, retirement planning, client communication and the challenges of running a financial planning business.

Not every article will have an answer. Sometimes the purpose is simply to ask questions, challenge established thinking and encourage discussion.

My aim is to share knowledge, encourage reflection and help financial planning firms continue to develop.

All insights are free to read and share by link.

Important information

These articles are intended for financial planning professionals and are provided for educational, informational and discussion purposes only. They do not constitute regulated financial advice, personal recommendations or firm-specific compliance or legal advice.

The content reflects general observations and research and should not be relied upon without considering the circumstances, regulatory obligations and requirements of your own firm.

Money Wise UK® and CRP® are registered trademarks. All website content, including calculators, tools, templates, text, illustrations and podcast audio, is protected by copyright. No part may be reproduced, distributed or transmitted without prior written permission.