Our 2019 survey has found a pattern of steady growth and stability for many Financial Planning firms, in contrast to wider turbulence in the UK economy and major upheaval in some sectors.

Chartered Financial Planner Jason Butler is pioneering a US system in the UK which he says is a bridge between Financial Planning and estate planning.

CashCalc, the cashflow planning software firm set up by a Chartered Financial Planner, has topped 12,000 registered account holders and £100bn funds under calculation.

Financial Planning tech firm Wealth Wizards has revealed it is developing software that will enable financial advisers to implement a digital ‘abridged advice’ service.