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📣 Total Wealth Planner Weekly | 14th August 2026
This week, one question keeps coming up:
👉 Who owns the decision — you, your adviser, or the institution?
We look at:
🏦 NatWest’s ambition to grow from around 170,000 investors to more than 500,000 — and why democratising Coutts is a good idea, but product distribution is not financial planning.
📬 Total Wealth Planner Weekly | 7 August 2026
Something is changing in financial planning.
This week I’ve been looking beneath the familiar debates about fees, regulation, AI, careers and investment risk to ask a more fundamental question:
👉 Who is the financial system actually designed to make more capable?
This week:
📬 This week’s Total Wealth Planner Weekly is out.
A common thread runs through this week’s stories:
Many systems designed to help people still depend upon people remaining confused, passive or permanently reliant on professional intermediaries.
But the alternative is not abandonment.
It is capability.
📬 This week’s Total Wealth Planner Weekly is now available.
A common thread runs through this week’s stories:
Does the system help people become more capable — or keep them dependent on those who control the expertise, capital and process?
This edition includes:
🧭 The financial adviser who discovered clients would pay to become more capable
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