Category: Articles

  • An image of the front page of an article

    November 15, 2024
    This article was published in IFA Magazine's Managed Portfolio Services Research Annual Report 2024/25. You can find the full report…
  • Image of a document. The top of the image shows a hand holding a pen.

    November 1, 2024
    This article was published in IFA Magazine's Sustainable Investment Report. You can find the full report here.
  • A page of a magazine showing an elderly couple walking using pound coins as stepping stones

    June 13, 2024
    I was excited to be asked to join a Panel at PFS Purely Paraplanning in May 2024 alongside Mel Holman…
  • March 15, 2024
    I was delighted to be asked to contribute to the June 2023 issue of the Personal Finance Society magazine, Personal…
  • March 15, 2024
    What does it mean to be an activist professional? This article for the PFS Magazine explores the history of protest in the…