A Financial Planner has told FP Today magazine how he helped a client achieve his retirement goal after he had suffered serious illness.

An FCA boss will be busting myths as part of a Paraplanning training day completely dedicated to report writing.

Paraplanners should prepare for a rise in the number of vulnerable clients they work with, Just's Jan Holt has told today's annual CISI / IFP Paraplanning Conference in Leicestershire.

Chartered Financial Planners have told Financial Planning Today magazine what types of technology they use to boost their efficiency at work.