Resources
Tools, Insights and Support to Help You Deliver Better Advice
Legacy-Led Succession Planning
Selling or transitioning an advice business is about more than price.
This section supports advisers who want to protect client outcomes, staff continuity and long-term legacy — particularly in an era of consolidation and increasing regulatory scrutiny.
Blog & Insights
Our blog explores the challenges facing today’s financial planners — from retirement income structure and portfolio discipline to Consumer Duty, behavioural finance and industry consolidation.
Each article is designed to help you think differently and operate more deliberately.
Podcast
The Money Wise UK Podcast features structured conversations with fund managers, researchers and business leaders — cutting through marketing language to focus on philosophy, risk and implementation.
Recent themes include:
- Natural income vs capital withdrawal
- ESG integration vs exclusion
- Building resilient investment frameworks
- Decumulation risk management
- Retirement proposition governance
If you value independent thinking and long-term perspective, this is worth your time.
Practitioner Tools & Templates
For firms wanting practical implementation support, structured templates are available to assist with governance and communication.
These include:
- Consumer Duty documentation support
- Annual Fee Expectation templates
- Anti-Greenwashing statements
- Content and education frameworks
These resources are created by practitioners, for practitioners — grounded in real advisory practice rather than theory.
Fund Manager Notes
These notes capture structured observations from meetings with fund managers and research providers.
They are designed to provide advisers with:
- Clarity on fund philosophy
- Understanding of process discipline
- Insight into risk management
- Observations on portfolio construction
They are not marketing summaries — but practical research support.
Further Reading & Thought Leadership
Many of the frameworks shared across Money Wise UK® — from investment outsourcing to the Centralised Retirement Proposition (CRP®) — are grounded in behavioural finance and long-term decision-making principles. For advisers interested in the deeper psychological and structural foundations behind these ideas, my book explores the relationship between money, meaning and disciplined thinking. It is not a product guide, but a reflection on how structured frameworks help both advisers and clients make better long-term decisions.