If you are a Financial Adviser, perhaps the following scenario resonates with you. You are a Financial Adviser in the…

Picture this You are a Financial Adviser meeting with your client to provide them with a financial recommendation. Inevitably, these…

According to recent research the UK lags behind other comparable countries when it comes to financial literacy, ranking 15th out…

Calling all Financial Advisers! What if we told you that you can easily access a software tool that allows you…

Knowledge is power! Before making any decisions in life, having as much knowledge and information to hand as is reasonably…

At the end of 2021 the FCA carried out a consultation that took on board feedback and engagement with industry…

Recency bias is a cognitive bias. It’s when a person has a tendency to overemphasize the importance of recent events…

As a Financial Advisor you are required to obtain details of your client’s financial position and “soft facts” (e.g. about…

Teaching money management – start them young. Unfortunately, basic money management skills are still not widely taught to children in…

Don’t forget that our Alex and Zoe series is now live on YouTube! Follow Alex and Zoe, managers in a…

Have you ever experienced this? A person with decision fatigue may experience anything from brain fog, tiredness to irritability. When…

When it comes to decision-making, Optimism Bias can play a huge part. Yet having a tendency towards this bias doesn’t…

When it comes to making decisions, our brains can sometimes “see only what we want to see”. People regularly take…

What is Optimism Bias and how does it affect people when they have to make decisions about their finances? Optimism…

Cognitive bias is what happens when our thinking is skewed or driven by our own subjective reality, rather than objective…