• 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
  • Jo Cann and Julie Lord in their cycle challenge gear

    'Team Nick' Paris cycle ride ready for the off

  • Jo Cann and Julie Lord on the first day of the ride today

    Nick Cann inspired cyclists begin their epic French ride

  • Chris Johnson, wealth advice manager; Andy Cowan, head of wealth advice; and Julie Lord, senior client partner, Towry

    Ex-IFP president made senior partner at wealth advisory firm

  • Keri Carter CFPCM

    Award-winning Financial Planners to share insights at key event

  • Julie Lord, director of Prestwood Software

    Former IFP President Julie Lord joins Prestwood as a director

  • Prestwood director Julie Lord

    Ex-IFP President Lord to guest at Prestwood roadshows

  • Julie Lord

    Ex-IFP President: See another adviser if you don't value cashflow model

  • Chris Daems

    Planner: Listening to clients who leave offers great insight to improve

  • Julie Lord, above right, will run Magenta Financial Planning in a joint venture with Gretchen Betts, above left

    Ex-IFP chief sets up breakaway Financial Planning firm

  • Julie Lord, above right, will run Magenta Financial Planning in a joint venture with Gretchen Betts, above left

    Cashflow model to be backbone of new Financial Planning firm

  • Julie Lord, above right, will head up Magenta Financial Planning in a joint venture with Gretchen Betts, above left

    New Financial Planning firm launched by ex-IFP chief

  • Financial Planners Gretchen Betts and Julie Lord have said cashflow modelling is key to their new firm Magenta

    Poll verdict: Cashflow model key for true Financial Planning

  • Julie Lord CFPTM, former IFP President

    Julie Lord: Some advisers long way off understanding cashflow

  • Julie Lord CFPTM, former IFP President

    Ex-IFP President: CISI fence sitters will return to fold

  • Ex-IFP chief: My love for Financial Planning still strong 30 years on

  • Prestwood website

    Prestwood offers ‘gamification’ to help planners’ exit strategies

  • Julie Lord CFPTM, former IFP President

    Julie Lord takes live public quizzing on Financial Planning

  • Gretchen Betts (left) with Magenta co-founder Julie Lord

    Financial Planning firm launches ‘tool-kit’ for millenials

  • The Magenta Financial Planning team

    Wales Financial Planning firm to expand next year

  • Prestwood founder Paul Etheridge

    Prestwood urges mandatory cashflow modelling for pensions

Page 1 of 2

  • Prev
  • 1
  • 2
  • Next

Key Links

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