Introducing our Financial Life Planning brand – The Money Mentor

Over the next few weeks, you will see the introduction of a new brand on our website and other collatoral. The Money Mentor is our now fully established Financial Life Planning arm. As people know, I am passionate about thoughtful Fi....

Pensions, Investment, Protection and the role of Financial Planning

Our latest podcast is now live on our media channels. Looking at pensions, investments, protection and the role of financial planning, Rory talks about the link between advice and planning. He examines different scenarios of the work....

The Planning and Product Relationship

Thoughtful Financial Life Planning I talk a lot about my belief in the importance of Financial Life Planning. About having a process in place to ensure that a thoughtful and sensitive approach is followed with each and every one of m....