Financial Planners brave mud and rain for good causes

Two sporty Financial Planners from Derbyshire-based Belmayne tackled a multi-terrain 10km trial race at the weekend to raise funds for the firm’s charitable foundation.

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Julie Lord: Planners need a succession plan

I got back recently from a holiday in Central America. I learned to scuba dive in the Bay Islands of Honduras and then flew north to explore Guatemala. A wonderful experience all round.

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Survey reveals breadth of Financial Planners’ business

The responses from readers taking part in the latest Financial Planning Today survey demonstrated the wide variety of business areas that Financial Planners advise on and transact.

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Chartered Planner academy sees surge in applicants

A Bath and London based Chartered Financial Planning firm has received hundreds of applications for its academy which trains the next generation of financial advisers.

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