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Financial Planners brave mud and rain for good causes

Two sporty Financial Planners from Derbyshire-based Belmayne tackled a multi-terrain 10km trial race at the weekend to raise funds for the firm’s charitable foundation.

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Dan Atkinson: Financial Planning Week is opportunity to engage

“Plans can break down. You cannot plan the future. Only presumptuous fools plan. The wise man steers.” ― Terry Pratchett, Making Money

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Firm appoints Chartered planner and breaks £250m funds barrier

North West IFA Acumen Financial Partnership has broken through the £250m barrier for funds under its management.

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Guest Column: Why clients are more tech-savvy than you think

I’ve just bought my dad an Echo dot for his 73rd birthday. He loves it. He’s also signed up to Netflix, stays in touch by WhatsApp and ‘likes’ everything I post on Facebook, writes Tessa Lee, MD of moneyinfo.

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