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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.


PI problems force pension transfer firm to close advice service

O&M Pension Advice is to cease its activities as an Introductory Pension Transfer Advisory service.


The latest Financial Planning Today magazine is published

The latest edition of Financial Planning Today magazine, our popular publication for Financial Planners, Paraplanners, Wealth Managers and IFAs, has been published and is available to read online.


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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