CISI urges planners to back Financial Planning Week 2018
- Wednesday, 22 August 2018
- Articles
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.
Read more...Chartered and Certified Financial Planner reveals client tips
- Wednesday, 08 August 2018
- Articles
A Chartered and Certified Financial Planner has revealed his top tips for finding and retaining the right clients.
Read more...Financial Planner reveals ‘dog walking’ means happier clients
- Tuesday, 17 April 2018
- Articles
A leading Financial Planner has revealed her top tips for keeping clients happy in the long-term.
Read more...Two Financial Planning firms reveal merger details
- Thursday, 22 March 2018
- Articles
Two leading Financial Planning firms have exclusively told Financial Planning Today magazine the story behind their recently announced merger.
Read more...