Thursday, 16 May 2019 11:15

NEW: Financial Planning Today latest issue published

Rate this item
(0 votes)
Financial Planning Today magazine Financial Planning Today magazine

Top Financial Planners reveal their most-used tech tools helping to transform their businesses in the latest Financial Planning Today magazine which is now available.

In a special Cover Feature on Technology we look at the tech planners are using every day and find which tech works best.

Financial Planner and Meaningful Money Podcast guru Pete Matthew is one of many professionals sharing their knowledge and professional experiences.

It's an essential guide to tech and it's in the latest issue of our bi-monthly magazine.


The May-June 2019 Issue also features:

• An investigation into the impact of the FCA's plans to potentially axe platform exit fees 

• Planner Casebook on a challenging SSAS case cracked by Gavin Wood of Beckett Financial Services 

• Simon Cocking of Leodis Wealth sharing his client-nurturing secrets with The Client Hunter

• George Critchley, founder of Lancashire-based Chartered Financial Planner True Bearing, on how redundancy changed his life

Plus lots more including: News Summary (pick up on recent stories you may have missed), Paraplanning News, Professional Bodies News, Opinion from leading planners

and professional bodies, Investment Insider, hundreds of DFMs listed and much more.

To view the magazine click here - Financial Planning Today - or the orange button above.

• Remember subscribers to our daily newsletter get advance access to the magazine so sign up today below and also keep up with the latest professional news.

FREE. Get more stories like this daily to your inbox. Unsubscribe at any time. Sign up now.

Last modified on Thursday, 16 May 2019 11:26
FINANCIAL PLANNING JOBS - Advertise your vacancy from £99 ex VAT
Reach 12,000+ professionals by advertising your vacancy with us. Set up an account and post your job the same day. Big savings for advertising 2 or more vacancies.
Special Offer: Use code 'FPJSaver10' on checkout to save on selected packages. Click for details: