Financial Planning fintech firm launches PROD MiFID II guide

Financial Planner-focussed fintech firm Clever has launched a new free PROD guide to help IFAs to design and deliver financial solutions for their clients whilst working within the regulatory framework of MiFID II.  

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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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Julie Lord: Planners need a succession plan

I got back recently from a holiday in Central America. I learned to scuba dive in the Bay Islands of Honduras and then flew north to explore Guatemala. A wonderful experience all round.

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Survey reveals breadth of Financial Planners’ business

The responses from readers taking part in the latest Financial Planning Today survey demonstrated the wide variety of business areas that Financial Planners advise on and transact.

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