Julie Lord: Certified Financial Planner is ‘Chartered PLUS’
- Thursday, 08 June 2017
- Articles
The Julie Lord column
So the debate has been raging about whether Chartered Financial Planner or Certified Financial Planner is more useful.
Read more...Julie Lord: Planners should set the example to clients
- Wednesday, 29 March 2017
- Articles
The Julie Lord column
Over the years I have helped many people to think about how they might like to live out the remainder of their days and to organise their financial affairs to give them the best chance of living their dreams and having a purposeful life.
Read more...Julie Lord: Planners should consider this after Rory Percival warning
- Tuesday, 07 February 2017
- Articles
Julie Lord column
Former FCA technical specialist Rory Percival believes that problems still exist around approaches to, and understanding, of capacity for loss for clients, writes Julie Lord.
Read more...Julie Lord: Some advisers long way off understanding cashflow
- Friday, 21 October 2016
- Comment
It seems that my last column about Lifetime Cashflow Planning has provoked some interesting debate.
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