Julie Lord: Why happy clients beat wealthy ones
- Wednesday, 05 February 2020
- Comment
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
- Friday, 29 November 2019
- Articles
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
- Thursday, 21 November 2019
- Comment
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
- Thursday, 17 October 2019
- Articles
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.
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