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The Route to Chartered: A Smarter Way From Level 4 to Level 6

John Smith FPFS, Technical Manager at Redmill Advance, on the smart, efficient route from Diploma to Chartered Financial Planner.

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A competitive advantage in a volatile market?

Most people want to see their investments grow, and when they don't, they want answers. For advisers, communication becomes critical and providing reassurance and clarity in a confident manner is key.

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Does Logging CPD Actually Prove Competence?

Completing CPD hours does not mean an adviser is competent. Here is what genuine competence looks like and what firms need to do differently.

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What firms must evidence on CPD and how to structure it

Be honest, when you think about firm wide CPD do you think adviser competence or do you think FCA box ticking?

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Redmill Advance Powerhouse Trio: Building A Culture That Supports Women

What does it actually mean to support women in the workplace? Not in a tick-box, policy-document kind of way, but in the day-to-day reality of a career in financial services?

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Demonstrating ongoing competence and why CPD still matters - Webinar

In this practical session, Redmill Advance explains what “ongoing competence” really means in a post-hours environment and how firms can approach CPD in a way that is focused, defensible and audit-ready.

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My R01 Journey: Studying, Working Full Time, and Passing!

The financial advice world was completely new to me, and I knew it was going to be a challenge getting back into the studying mindset, especially while working full time...

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Promoting a Healthier CPD Culture…

In financial services, Continuing Professional Development (CPD) isn’t just about completing the hours set by the regulator. What matters is remaining competent, confident, and relevant...

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Schools in Session: Chatting All Things Exams with SJP and Financial Planner Life podcaster Sam Oakes

We’re proud to support the SJP Academy and were recently invited to contribute to the Financial Planner Life Podcast in partnership with St. James’s Place. In this episode, host Sam Oakes sits down with our technical expert John Smith, who shares his journey and valuable insights for anyone starting out in financial planning.

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