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They say history is written by the victors, and in poor old Richard III’s case, that is certainly true. You see, Richard III was the last of the Plantagenet kings, and the last King of England to be killed in battle, when he was slain at the Battle of Bosworth. His victor was the first Tudor King, Henry VII and the Tudors had a great propaganda machine in the form of William Shakespeare, who took patronage from Henry’s granddaughter, Queen Elizabeth I.

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You may have seen the phrase ‘financial wellbeing’ become increasingly used over the last few years. It first appeared in the title of Chris Budd’s book, ‘The Financial Wellbeing Book’, back in 2016. We asked Chris, who founded the Initiative for Financial Wellbeing (IFW) for the advice community, if he could provide an introduction to the context of financial wellbeing, and explain how it can significantly enhance client outcomes as part of the financial planning process. Back in 2015, I came up with the term Financial Wellbeing in the title for my book to describe anything that relates to the relationship between money and how we use it to be happy.

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How to manage your EU based clients after Brexit

by Damian Davies on 22·12·2020

From January 2021 passporting will cease irrespective of whether the UK leaves with a deal or we see a no-deal Brexit. That means UK based financial advisers and planners will no longer be able to advise clients who live in the EU. If you and your clients are affected, this guide will explain your options.

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