Last week I attended the awards ceremony for the prestigious ‘Life & Pensions Awards 2013′ organised by the Financial Times’ professional publication, Financial Adviser. MFP Wealth Management had been short-listed for ‘Small Life and Pensions Firm of the Year‘ following applications from dozens of financial planning firms, so I was really pleased that we were ‘Commended‘ – in other [...]

  We have spent the last few months putting together a Welcome Book. Over the years many of our wonderful clients and friends have mentioned to me that they have suggested to one of their friends or colleagues, who is facing an important financial decision, that they contact me.  As you all know, we offer [...]

I had the pleasure of listening to Paddy Ashdown give a talk last Tuesday. Whatever your politics, I was very impressed by his obvious intellect, knowledge of world affairs and his ability to recite poetry!  He was there to promote a friend’s charity http://www.hopeandhomes.org/; a seemingly very worthwhile charity set up by an old Army [...]

Howling winds, the whirring of helicopter blades, choppy waters – and in those conditions our lifeboat capsizes.  Then the lights go out and it’s pitch black, but we still have a casualty to rescue and now we need to right the lifeboat! Fortunately this was only a training exercise.  But incredibly realistic, and quite dramatic! [...]

What I found out over coffee and bacon sarnies I spent two days last week at the annual CII Personal Finance Society (PFS) conference keeping up to date with the latest developments in the financial planning industry, and was caught on camera by New Model Adviser chatting to my locum, Tim Burridge. The conference was [...]