FP Week 2019: Firm reveals initiatives to boost planning
- Tuesday, 08 October 2019
- Articles
West Yorks-based Chartered Financial Planning firm Berry & Oak has thrown its weight behind the CISI’s Financial Planning Week with a number of initiatives aimed at boosting the Financial Planning profession.
Read more...FP Week 2019 gets underway with ‘life goals’ focus
- Monday, 07 October 2019
- Articles
The CISI’s Financial Planning Week got under way today, with the event running until Friday.
Read more...FP Week 2019: Adviser offers free Financial Planning session
- Monday, 07 October 2019
- Articles
London-based adviser Marc Burman is offering a free one-hour Financial Planning surgery anytime next week, during Financial Planning week, which starts today.
Read more...Dan Atkinson: Financial Planning Week is opportunity to engage
- Monday, 07 October 2019
- Comment
“Plans can break down. You cannot plan the future. Only presumptuous fools plan. The wise man steers.” ― Terry Pratchett, Making Money
Read more...