What's on my mind

Five key priorities for advisers this summer

15th January 2015

The summer holidays are a quieter period for many intermediaries and therefore provide an opportunity to reflect on progress and decide on the priorities for the months ahead. So what are the key areas you might want to think about considering the current regulatory and business landscape? 1. Your to do list It

Writing & Speaking

To read the various articles and papers I've written in the recent past, please click here