New issue of Financial Planning Today Magazine

The latest edition of Financial Planning Today Magazine is out now and features an exclusive report on how Financial Planners are coping with the storm of platform M&A. 


Financial Planner launches coaching and life skills academy

Tina Weeks of Serenity Financial Planning has launched a new training academy for Financial Planners who are looking to adopt a relationship-based approach to their advice. Read more...

Exclusive: Serenity Financial Planning makes new acquisition

Serenity Financial Planning has completed its latest acquisition with the purchase of Midlands-based Blackstone Wealth Management.


How to deal with 'clients from hell' - CISI Conference

Firing or sacking 'clients from hell' may the only option if the client-planner relationship has broken down, delegates at this year's CISI Annual Financial Planning Conference heard today.

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