Occasionally I am asked “How do I know that I can trust you?” The posing of the question is not unreasonable. They may be about to hand over the advice on their investment, pension, life assurance and financing to someone that was, up to a day or two previous, a total …

Were you ever at some event or other which didn’t involve people who worked in your industry and you get asked by people who never met you before: “Well, what do you do?”. As a Financial Planner this question may lead to a number of raised eyebrows when I respond. …