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  • Julie Lord: ‘There is no advice gap’

    Julie Lord of Magenta Financial Planning

  • Chartered Planner academy sees surge in applicants

    Unividual

  • Survey reveals breadth of Financial Planners’ business

  • Julie Lord: Planners need a succession plan

    Julie Lord of Magenta Financial Planning

  • Financial Planners brave mud and rain for good causes

    Belmayne partners, Jon Stevens and Martin Birch took on the Sheffield Ten 10 Ten for the firm’s chosen charities

  • Financial Planning fintech firm launches PROD MiFID II guide

    Clever

  • Julie Lord: We planners forget how fortunate we are

    Julie Lord of Magenta Financial Planning

  • Chartered Financial Planners honoured at PFS Awards

    Delegates gather ahead of last night's PFS Awards

  • Julie Lord: Why happy clients beat wealthy ones

    Julie Lord of Magenta Financial Planning

  • Planners move beyond cost comparison for platform selection

    Financial Planning Today Magazine

  • Planner firms sign up for Women in Finance Charter

    Women in Finance Charter logo

  • Advisers missing face-to-face contact with clients - research

    Advisers say coping with no face-to-face meetings with clients has been a challenge

  • Financial Planner seminar for ‘Good Money Week’

    Good Money Week 2020

  • Budget 2021: Planners positive on mostly benign Budget 

    Chancellor Sunak

  • Global survey ranks 4 key skills for Planners

    Financial Planners need 4 key skills to be effective

  • Julie Lord: We should feel privileged to help clients

    Julie Lord of Magenta Financial Planning

  • Scottish firm Acumen recruits five Financial Planners

    Laura Crow, regional manager at Acumen Financial Planning

  • PFS launches 2023/24 awards for Financial Planners

    PFS website

  • Belmayne recruits 2 new Financial Planners

    Belmayne partner, Martin Birch (right) with new recruits, John Lomax (left) and Andrew Boulton (centre)

  • Planners younger and more ambitious than advisers

    Heather Hopkins of NextWealth

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