Home Financial Planning Editor’s Remark: The planning heroes

Editor’s Remark: The planning heroes

Editor’s Remark: The planning heroes


For my final column of 2023, reasonably than provide you with my eagerly-awaited insights into the most recent developments within the Monetary Planning career and monetary companies, I believed it could be helpful to take a look at different worthwhile issues that Monetary Planners do when they aren’t offering monetary recommendation.

It’s, in any case, the season of giving and there’s no higher instance of this than the unimaginable fund elevating effort and assist for Ukraine and Moldova offered by three very skilled Monetary Planners; Phil Billingham, David Crozier and Shannon Currie.

Not solely did they elevate big sums for Ukraine by way of their Rock for Ukraine gig when the battle broke out practically two years in the past – broadly supported by the monetary sector – they’ve continued to assist Ukrainian refugees and the folks of Moldova, who’ve given a lot to assist Ukrainian refugees regardless of being removed from a rich nation.

The three amigos, if I can name them that, haven’t merely despatched a one-off donation to assist Ukraine, they’ve continued to assist the nation for the reason that conflict broke out in February 2022 when Russia invaded Ukraine.

Fairly than simply placing their fingers of their pockets they’ve additionally made quite a few journeys to the area, bringing with them much-needed medical and different provides.

You possibly can examine their efforts on this particular report: Ukraine and Moldova – the story continues.

They don’t seem to be alone. Each month we function on Monetary Planning Immediately the efforts of so many Monetary Planning corporations and Monetary Planners to lift cash for his or her native communities, to assist schooling or simply assist the broader group. I doubt there are various Monetary Planning corporations who haven’t accomplished one thing vital this yr to assist others.

What’s most praiseworthy is that many of those efforts aren’t simply one-offs, they’re long run campaigns to construct a greater world.

The Monetary Planning career, and the broader monetary companies sector, is extremely beneficiant on the subject of donating money and time to serving to others and that is usually forgotten or little trumpeted.

So this yr I can be elevating a small brandy as a toast to all of the Monetary Planning heroes who perceive that planning for a greater world is as necessary as planning a shopper’s private funds.

• Lastly, Merry Christmas and Pleased New Yr to all our readers and because of lots of you in your feedback on this column. I’ve to say that a number of the options I often obtain are bodily unattainable however I get pleasure from all of the suggestions, constructive and adverse! I hope you could have a really enjoyable and pleasant time over the festive interval no matter you’re doing. This column will take a brief break over Christmas and the New Yr, returning on 12 Jan.

Our information service will even be taking a brief break over Christmas however will return on the 27 December and you may, in fact, meet up with our web site information everytime you like. As a Christmas reward right here’s a hyperlink to our well-liked Monetary Planning Immediately digital version: https://bit.ly/2ZdVXWz. For those who just like the journal you may subscribe to obtain each concern and revel in our premium print version as a precious elective add-on.

As a substitute of Christmas playing cards this yr we’re making a donation to the Trussell Belief charity which helps meals banks all around the UK.


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Kevin O’Donnell is editor of Monetary Planning Immediately and a journalist with 40 years of expertise in finance, enterprise and mainstream information. This topical touch upon the Monetary Planning information seems most weeks, often on Fridays however often different days.  Electronic mail: This e-mail deal with is being protected against spambots. You want JavaScript enabled to view it. Observe @FPT_Kevin



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