• Contact
Financial Planning Today
  • Home
    • About Us
      • About us
      • Advertising
  • News
    • Financial Planning News
    • Regulation
    • Professional Bodies
    • Wealth Management
    • Job News
    • Paraplanning
    • M&A News
  • Opinion
    • The Editor's Column
    • Mr Sipp - John Moret
    • Life Planning Founder George Kinder
    • Guest Columnist
  • Features
    • Training and Events
    • Insight & Analysis
  • FP Today Magazine
  • Optimum
  • Jobs
  • Home
    • About Us
      • About us
      • Advertising
  • News
    • Financial Planning News
    • Regulation
    • Professional Bodies
    • Wealth Management
    • Job News
    • Paraplanning
    • M&A News
  • Opinion
    • The Editor's Column
    • Mr Sipp - John Moret
    • Life Planning Founder George Kinder
    • Guest Columnist
  • Features
    • Training and Events
    • Insight & Analysis
  • FP Today Magazine
  • Optimum
  • Jobs
  • Penny Lovell, CEO of Sanlam UK's Private Office

    Sanlam HNW client Private Office recruits two from rival

  • HNW clients feature

    Top 10 Planner Tips on working with HNW clients

  • PMN website

    Close Brothers AM buys Chartered Planner firm

  • Many HNW clients are concerned about IHT and planning for later life

    IHT is top concern of HNW clients 

  • Retired IFA Harry Katz

    Column: Is IHT really keeping HNW clients up at night?

  • Saltus website

    Poor ESG returns putting off HNW investors

Key Links

  • Privacy Policy
  • Terms and Conditions
  • Contact us
  • Advertise
  • About
  • Sitemap
  • Contact the Newsdesk
Copyright © 2025 Financial Planning Today. All Rights Reserved.