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  • Julie Lord: Planning firms must adapt service for older clients

    Financial Planning Today magazine
  • Financial Planners report their client numbers are soaring

    Financial Planning Today magazine
  • ‘Dreadful year’ client rescued by Chartered planner’s cashflow plan

    Ray Adams
  • The holistic Financial Planning firm run by family of 4

    Cherie-Anne Baxter, director and shareholder of Unividual,
  • Chartered firm calls Paraplanners ‘Financial Planning assistants’

    Cherie-Anne Baxter, director and shareholder of Unividual,
  • Latest Financial Planning Today magazine out now

    Financial Planning Today magazine
  • Latest issue of Financial Planning Today magazine published




  • Top 10 Financial Planner tips on finding and retaining clients

    Financial Planning Today magazine
  • Wealth firm boss reveals ‘bold expansion plans’

    Roger Brosch
  • Financial Planning firm reveals acquisition plans

    Marlene Outrim
  • Outsourced Paraplanning firm to double in size

    Alan Gow, co-owner of Argonaut Paraplanning in Reading
  • Julie Lord: 'The big retirement lie must end'

    Financial Planning Today magazine
  • Planners: Our ‘greatest challenge’ is data law change

    Tamsin Caine CFP of Smart Financial
  • DB transfer changed my client's life for the best, Chartered Financial Planner reveals

    Tamsin Caine CFP of Smart Financial
  • ‘Cashflow model only way to assess client’s risk’

    Jon Rolfe, chief executive of i4C cashlow modelling software and founding partner of Epoch Wealth Management
  • Two Financial Planning firms reveal merger details

    Barry Horner
  • Platforms attacked for 'wholly unacceptable' offering

    Nathan Fryer, founder and MD of Plan-Works in London
  • Planner blasts platforms for poor service and failing to deliver

    Chartered planner Jo Hague
  • Death, debts, a wedding and 4 DB Pensions – Paraplanner’s tricky client case

    Kim Sare
  • Latest Financial Planning Today magazine is published




    Financial Planning Today magazine front cover
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