Financial Planning Today Magazine: latest issue
- Wednesday, 10 April 2024
- Articles
The latest edition of Financial Planning Today magazine, the premium title for Financial Planning and Paraplanning professionals, has been published. To view click on the cover below or this link: https://bit.ly/2ZdVXWz
Read more...Planner Casebook: Helping a HNW client with £10m windfall
- Monday, 02 October 2023
- Articles
Robin Melley, Chartered Financial Planner and founder of Matrix Capital in Shropshire, shares how he helped a retiring CEO with a £10m windfall in the latest edition of Financial Planning Today magazine.
Read more...Casebook: Death of an entrepreneur
- Monday, 21 August 2023
- Articles
Chartered Financial Planner Ian Cook of Quilter writes in the latest issue of Financial Planning Today magazine about how he helped a widow in Scotland in her early 50s plan for the future after the tragic, untimely death of her entrepreneur husband.
Read more...Staffing a key challenge for Planner firm growth
- Friday, 18 August 2023
- Articles
The recruitment and retention of staff is one of the biggest challenges faced by expanding firms, according to Financial Planners.
Read more...