Merry Christmas from us to you

We would like to wish all readers, advertisers and supporters a very Merry Christmas from the team at Financial Planning Today.

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How planners slayed the Covid dragon

The latest Financial Planning Today Magazine reveals how a collection of tech 'heroes' - essential apps and software tools - helped Financial Planners to slay the Covid dragon. 

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Slaying the Covid dragon: new magazine out now

The latest issue of Financial Planning Today Magazine is out now and reveals how tech 'heroes' helped Financial Planners to slay the Covid dragon. 

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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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