Financial Planners’ confidence about the next 12 months has taken a dive as clients are faced with the dual impact of low investment returns from bumpy markets and soaring inflation, according to our annual Financial Planning Reader survey.

Financial Planners need to own their 'business ethic' and ensure that it reflects their values and the outcomes they personally want to see, according to Chapters Financial’s Keith Churchouse.

The latest regulated advice market data from the FCA reveals how private equity money has begun to reshape the Financial Planning sector as bigger firms become more prominent.

Consistency in Financial Planning and advice helps maintain trust and ensure clients stay with your business, according to Chartered Financial Planner Barra Gorman.