Planners on the impact of Russia's Ukraine invasion
- Monday, 14 March 2022
- Articles
![Darren Cooke, Chartered Financial Planner, at Red Circle Financial Planning told Financial Planning Today that the war is not worrying clients](/media/k2/items/cache/d446fe77385b4a9760fdff5aaddbae9f_Generic.jpg)
Financial Planning firms have yet to see much impact from Russia's invasion of Ukraine, but have taken steps to reassure clients, according to leading Financial Planners.
Read more...M&A could create more sustainable Planning profession
- Tuesday, 11 January 2022
- Articles
![Martin Bamford, Financial Planner at Informed Choice, said increased M&A activity could provide career opportunities for some advisers and could provide good hunting grounds for Financial Planning firms looking to hire.](/media/k2/items/cache/9b4cd5cca857d590c988176674241a92_Generic.jpg)
Increased consolidation among Financial Planning firms could create a more sustainable profession, according to a number of Financial Planners.
Read more...Planners predict record M&A activity in 2022
- Monday, 10 January 2022
- Articles
![In one of a number of deals last week, Financial Planning consolidator Elevation Financial Group acquiring Essex-based IFA Innovate Financial Solutions.](/media/k2/items/cache/e030658a8c2d1b2215dbb83ea61168fe_Generic.jpg)
Financial Planners have told Financial Planning Today that they expect a rise in wealth management and financial advice M&A deals this year.
Read more...Planners on health benefits of regular planning
- Thursday, 25 November 2021
- Articles
![Rob Lewis, director at Celtic Financial Planning, said cash flow modelling has been a great help](/media/k2/items/cache/f810edef2d0b0577dc0f476aa5466415_Generic.jpg)
Regular Financial Planning has been linked to improved mental and physical health by a new study but what do planners think?
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