Part 2 – The Diary of a Trainee Financial Planner

Part 2 – The Diary of a Trainee Financial Planner

Whilst 2022 proved a difficult year for most investors, from a personal perspective the year finished well where I passed my first exam (for those interested it was the exciting subject of Regulation & Ethics!). For a while it felt like a hurdle that I was worried...
Baillie Gifford and learning to say I am sorry…

Baillie Gifford and learning to say I am sorry…

Perhaps understandably the words ‘financial planner’ and ‘sorry’ don’t get to feature in the same sentence all that often.  But if Elton John’s lyric “sorry seems to be the hardest word” is true maybe they should. Indeed, as Shona happily tells me, saying...