October 22, 2025Financial planning firms are embracing the AI revolution in a big way, but how we access this technology needs careful…
August 4, 2025
April 29, 2025My Doctoral Thesis, which looks at the evolving landscape of advice on Impact Investing in the UK is now available…
April 25, 2025This event, hosted by the Personal Finance Society with Jake Moeller and Scott Dakers from SquareMile Investment Consulting and Research,…
April 25, 2025This event, hosted by the Personal Finance Society with Peadar O'Reilly from Praetura Investments, looked at some aspects of Business…
February 6, 2025In November 2024 HMRC published an Open Consultation on the UK Green Taxonomy. UK Government Green Taxonomy Consultation Given the…
November 15, 2024This article was published in IFA Magazine's Managed Portfolio Services Research Annual Report 2024/25. You can find the full report…
November 1, 2024This article was published in IFA Magazine's Sustainable Investment Report. You can find the full report here.
June 13, 2024I was excited to be asked to join a Panel at PFS Purely Paraplanning in May 2024 alongside Mel Holman…
March 15, 2024I was delighted to be asked to contribute to the June 2023 issue of the Personal Finance Society magazine, Personal…
