We’re entering the age of the Bionic Adviser – are you ready?

We’re entering the age of the Bionic Adviser – are you ready?

Is technology-driven ‘advice’ a threat or an opportunity for face-to-face financial planning? Andy Hart, financial planner with Serenity FP and founder of TheVoyantist.com takes a view The rate of technological change over the last half century has been mind blowing. In the 1960’s Gordon Moore was famous for observing that computing power was doubling every … 

Why use financial forecasting software?

Why use financial forecasting software?

AUDIO: ABR editor Rob Kingsbury interviews Andy Hart, founder of The Voyantist.com, on the use of financial forecasting software in financial planning, including in first client meetings. Total running time: 13.52 minutes Questions and time stamps 1. At what point did you start to use financial forecasting as a financial planner and why? (0.48) Upskilling Hands-on learning The complex UK … 

Strategy is where our value lies

Strategy is where our value lies

Having a love of financial planning and technology has led me to passionately embrace cash flow planning within my advice business. Seeing this market evolve within our industry has been exciting.

When assessing the impact of new technologies, I often look for examples outside the financial services space. Very similar to the financial advice industry but, 

IHT planning analysis

IHT planning analysis

Inheritance tax has been described as a voluntary levy paid by those who distrust their teirs more than taey dislike HMRC. This is a thought provoking statement. IHT is paid by approximately 16,000 estates and generates just over £3bn for HMRC. This figure is growing year on year, although, in comparison to other tasex, it is small change to the Treasury.