Speaking up for investors at The Lang Cat’s ‘Home Truths’ Conference

Sat on the stage in front of dozens of other planners and peers from the financial advice world, plus hundreds more watching online, I was rather blunt with my response to a viewer’s question:

This question is one of the reasons why the personal finance advice sector still has such a poor reputation. At MFP we work so hard to be transparent with our fees, reduce the complexity and confusion inherent in investing, and genuinely put your best interests first.

Too many other advisers still try to bamboozle and confound their clients. 

I was asked to represent a growing tribe of financial planners cheering for the consumer as last week’s ‘Home Truths’ event held by financial research company, The LangCat. They’re renowned for challenging conventions and aim to improve the profession for advisers and clients alike, so it was an honour to be asked to share my perspective on what makes for a successful investment philosophy.

The discussion was heated and intense, which can only be a positive thing for a profession that has, for too long, been frightened of upsetting the big boys (who have historically sponsored these events, but not this one). The tables are turning, and it feels good to be a part of the movement.