Wales Financial Planning firm to expand next year
- Tuesday, 29 August 2017
- Articles
A South Wales based Financial Planning firm set up by Chartered Financial Planner Julie Lord is to expand its business next year as the company celebrates its first birthday.
Read more...Financial Planning firm launches ‘tool-kit’ for millenials
- Monday, 14 August 2017
- Articles
A Financial Planning firm has launched a new 'toolkit' to help millennials ‘poorly served’ by the advice sector to plan their financial futures.
Read more...New Financial Planning firm launched by ex-IFP chief
- Friday, 02 September 2016
- Articles
Magenta Financial Planning, the new firm led by ex-IFP President Julie Lord, has launched.
Read more...Cashflow model to be backbone of new Financial Planning firm
- Thursday, 18 August 2016
- Articles
Cashflow modelling will be the backbone of a new Financial Planning firm, its managing director says.
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