Happy New Year from Financial Planning Today

Financial Planning Today wishes all our readers, advertisers, contributors and supporters a very Happy and Prosperous 2022.

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Brewin Financial Planning income up nearly 26%

Wealth manager Brewin Dolphin has reported a 25.7% rise in Financial Planning income in a buoyant set of full year results out today.

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Julie Lord: We should feel privileged to help clients

No day is ever the same - our clients are different; their needs and goals are different; their circumstances are different and often subject to change with little or no warning.

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4 in 10 new planners from graduate background

Four out of 10 Financial Planners enter the profession after graduate-level education, according to research by the Personal Finance Society and the Chartered Insurance Institute.

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