CISI urges planners to back Financial Planning Week 2018

The Chartered Institute for Securities & Investment is urging UK Financial Planners to sign up for Financial Planning Week 2018 which runs from 3 to 10 October and aims to raise the national profile of Financial Planning through a campaign of consumer engagement.


Chartered and Certified Financial Planner reveals client tips

A Chartered and Certified Financial Planner has revealed his top tips for finding and retaining the right clients.


Financial Planner reveals ‘dog walking’ means happier clients

A leading Financial Planner has revealed her top tips for keeping clients happy in the long-term.


Two Financial Planning firms reveal merger details

Two leading Financial Planning firms have exclusively told Financial Planning Today magazine the story behind their recently announced merger.

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