Why you should make a Will

Why you should make a Will

There is a commonly held belief that if you are a couple with children, not married but live together and one of you dies, everything you own will pass to the survivor. If you don’t have a valid Will in place then this is incorrect. If you have not made a Will or your...
Why Chartered status matters

Why Chartered status matters

Back in 2012 the financial planning profession went through a massive shake up. It was one of the biggest overhauls of financial regulation since the Financial Services Act was introduced in 1986. Commission was effectively banned on the sale of investment products....
Building the best ever financial planning firm

Building the best ever financial planning firm

Hi I’m Carl and I’ve been working in financial services for over 12 years helping people really live their life by achieving financial freedom. If you don’t know what financial freedom means it’s never having to work for money again. You earn an income from your...