May 28, 2021
In this special episode Alan Moran talks about the consequences of Brexit and reads an email he has had to unfortunately send to one of his clients.
It outlines the issues that Brexit has created for independent financial advisors and their clients based in Europe.
Jan 8, 2020
Welcome to the 2020s! As we start the new decade, I reach a personal landmark because I can now reflect back over 30 years of helping clients as their financial adviser.
To the younger advisers out there: if you wear your heart on your sleeve and put your clients' interests first you will have a wonderfully satisfying...