Julie Lord: Why happy clients beat wealthy ones

I’m really happy to be part of the executive driving the new Initiative for Financial Wellbeing.

Read more...

Chartered Financial Planners honoured at PFS Awards

Financial Planners and others from the financial sector were honoured at the PFS Awards last night. 

Read more...

Julie Lord: We planners forget how fortunate we are

I spent this half term in Poland with my youngest daughter who is studying philosophy and ethics and thought that she ought to visit a concentration camp to better understand some of her studies.

Read more...

Financial Planning fintech firm launches PROD MiFID II guide

Financial Planner-focussed fintech firm Clever has launched a new free PROD guide to help IFAs to design and deliver financial solutions for their clients whilst working within the regulatory framework of MiFID II.  

Read more...