Bob Dylan once sang “Don’t criticise what you can’t understand”. This is one reason we have all been reading and digesting the recent Budget, to gain understanding of the implications for our clients. As financial planners we have to know our stuff. As a client you need the person putting your financial plan togetherRead more
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As many of you may know, PenLife is a Chartered Financial Planning firm. It’s not easy to achieve this status, so we’re very proud to have it. However, one thing we’re aware of is that the general public may not know exactly what it means to be Chartered in Financial Advice, which is pretty understandable.Read more
Last week I tried dropping in on Her Majesty as she was in residence at Windsor Castle. Unfortunately she was otherwise engaged so a meeting was out of the question. But I didn’t need to actually meet the Queen to still revel in the history and legacy of our country’s royal heritage. And it won’tRead more