Financial Planning firm reassures clients over Brexit

A Financial Planning firm has advised clients its “business as usual” and believes volatility is short term, in the wake of the EU referendum result.

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'Financial Planning Week helped us gain new long term clients'

A Wales based Financial Planning firm has told how taking part in an IFP campaign in recent years has won it new long term clients.

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Real life case study: Gemma Davies of Uniq Family Wealth

Divorce is regarded as a significant life event, often considered on a par with bereavement, both from an emotional point of view and in terms of planning for a future without any financial burden. In this latest case study for Financial Planner Magazine, Gemma Davies CFPCM explores how she helped a woman going through divorce. Read more...
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