The former President of the Institute of Financial Planning (now part of the CISI) Marlene Outrim has shared some of her secrets to building enduring relationships with clients with Financial Planning Today magazine.

Longstanding Financial Planner Marlene Outrim is to publish a new book on intergenerational wealth transfer.

UNIQ Family Wealth, a four-office Financial Planning firm based in Cardiff, is moving its staff to a four day working week to “protect” productivity and boost the mental health and wellbeing of staff.

Financial Planners are increasingly turning to technological solutions to help them better engage with clients or run their business more effectively.