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  • An article in the latest edition of Financial Planning Today looks at female representation in senior management in the financial services sector.

    Women’s progress in finance slows

  • Barra Gorman, Chartered Financial Planner at Foursquare in Belfast

    Barra Gorman: Consistency key to client retention

  • Number of firms and individuals by firm size

    PE money 'reshaping' the advice sector FCA data shows

  • Keith Churchouse

    Keith Churchouse: Own your business ethic

  • We asked readers who they felt about the Financial Planning and Paraplanning professions over the next 12 months

    Planner confidence hit as cost of living crisis bites

  • We asked readers who they felt the PFS is promoting the Financial Planning profession

    Only 1 in 4 Planners consider PFS performing well

  • We asked readers which descriptor best describes their primary role

    Planners diversify to offer wider services - survey

  • Amyr Rocha Lima

    Amyr Rocha Lima: Protecting clients from themselves

  • Matthew Connell

    PFS's Matthew Connell: Client compensation concerns

  • Caroline Stuart

    Caroline Stuart: Tackling negative views of Paraplanners

  • The client, a successful lawyer, wanted to spend more time cycling after recently retiring and suffering family loss

    Casebook: Estate planning following a shock bereavement

  • Nitu Mehra

    Nitu Mehra: Why I started an outsourced Paraplanning firm

  • Amyr Rocha Lima

    Amyr Rocha Lima: Why history makes us better investors

  • Amyr Rocha Lima

    CISI's Amyr Rocha Lima: Are clients overwhelmed?

  • Richard Hulbert

    SIPP market sees 15 new products

  • John Moret is principal of MoretoSIPPs consultancy

    SIPP assets to exceed £500bn within next year

  • Amyr Rocha Lima

    CISI's Amyr Rocha Lima: Flexing retirement income muscle

  • Progeny UK managing director Caroline Hawkesley

    Staffing a key challenge for Planner firm growth

  • The complexity of Financial Planning often becomes apparent when life throws unexpected challenges.

    Casebook: Death of an entrepreneur

  • Robin Melley is founder and managing director of Matrix Capital in Shropshire

    Planner Casebook: Helping a HNW client with £10m windfall

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