Financial Planners rally to help Ukrainian refugees

Financial Planners from firms large and small have been fundraising and going above and beyond to help refugees who have suffered due to Russia’s brutal invasion of Ukraine.

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Exclusive: Perceptive Planning takes aid to Poland-Ukraine border

A duo from Chartered Financial Planning firm Perceptive Planning are en-route back from their trip to provide aid to refugees from Russia’s invasion of the Ukraine.

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Financial Planner launches ‘World Citizen’ service

Chartered Financial Planning firm Perceptive Planning, a London-based company headed by well known planner Phil Billingham CFP, has launched a World Citizen service aimed at 12 million multi-jurisdiction clients.

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