'Mistakes and misunderstandings can be costly'

'Helping clients understand, prepare for and navigate uncertainty'

'Financial planning isn't about chasing returns. It's about how everything fits together'

Keeping track of the ongoing consolidation in the advice industry

Joins Bristol-based advice team

'Better-informed clients tend to give better-informed answers'

'Here is the odd thing about ongoing advice. The better it is done, the less of it the client sees'

Second in a three part series

‘It’s hard to understate how much sway ratings agencies have over financial markets’

Follows a heavy week for tech stocks and indices