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CISI's Amyr Rocha Lima: Are clients overwhelmed?

Looking ahead to 2023, as Financial Planners we must be aware of the opportunities and challenges that lie ahead in the world of Financial Planning.


Amyr Rocha Lima: Why history makes us better investors

In this exclusive Column for Financial Planning Today, Amyr Rocha Lima, chairman of the CISI Financial Planning Forum Committee, explains why he believes history lessons are crucial for planners.


Nitu Mehra: Why I started an outsourced Paraplanning firm

In an exclusive column for the latest issue of Financial Planning Today Magazine, Nitu Mehra, founder of i-Paraplan, talks about the reasons she decided to launch her own business.


Casebook: Estate planning following a shock bereavement

Considering how you would like to be treated at a sensitive time can make the difference in helping clients cope with estate planning issues following bereavement, according to Financial Planner Simon Bonnett of Chartered Financial Planners Becketts.

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