Regulation
A look back at regulation on financial advice
The Retail Distribution Review (RDR) in the UK aimed to improve consumer protection and the quality of financial advice. Implemented in 2012, it brought transparency to fees, raised advisor qualifications, and reduced mis-selling. However,...
Wealth Management
Navigating a Financial Journey in the UK: Literacy, Coaching, and Advice
Navigating personal finances can feel like a bike ride – challenging at times, but much easier with the right support.
Imagine you're setting off on a bike ride. To get where you want to go...
Wealth Management
Managing personal finances: progress, peril, and the perfect storm
Financial storms are gathering on the horizon in the realm of personal finance. Financial literacy initiatives are gaining traction worldwide, but a crucial question emerges: are we truly preparing individuals to weather the complexities...
Introduction
I have a strong interest in the areas of finance and lifelong learning. Most of the content is about my current or past work in these areas.
I'm originally from sunny Lisbon in Portugal...