Chartered and Certified Financial Planner Sarah Lord, of Mazars LLP, was faced with a challenging case involving a British expat living in the US and explains how she solved it.

Financial Planning and investment management group Tilney has expanded its advice team with two new hires.

Chartered Financial Planner Donald Fraser FPFS, director at Capital Asset Management, revealed his client lessons and mistakes to avoid in a recent chat with Financial Planning Today magazine.

A Paraplanner who works at wealth management and financial advice firm, Russell Ulyatt Financial Services, has become a Chartered Financial Planner.