Peter Lawrence spent 30 years in IT but last year launched his own IFA firm. In this month's column, he explains how he is improving his skill levels.
I have come to a conclusion. Well, it’s more of a starting point than a conclusion, and it was triggered by my holiday reading while enjoying some early season sun in Devon. My reading included a book on Tracker Funds and ETFs, as well as an Introduction to Life Planning from George Kinder. Combine that sort of reading with my ongoing soaking up of periodicals (including this one, of course), regular provider seminars, technical updates, and, of course, the necessary Diploma exams, and I’m under no illusion that I have a lot to learn. And that is the conclusion really – that I have a...
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