Financial Planning

The conversations that build trust (or Why great leads might not be landing!)

by | 03/02/2026 | Financial Planning, Thinking Environment | 0 Comments

You're sitting with a client who's just said something technically incorrect about pensions. Do you correct them immediately, demonstrating your expertise and making sure they don’t continue to think the impossible is possible? Or do you let it go for now?  It seems...
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When conviction meets openness: Solving the leadership paradox

by | 14/11/2025 | Financial Planning, Leadership and Culture | 0 Comments

I recently sat down to chat with Guy Skinner, Owner and Founder of Citygate Financial Planning. The conversation was rich, wide ranging and for me, inspiring. If you fancy grabbing a cuppa and watching our conversation, the link is at the end, otherwise read on... Guy...
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