Julie Lord: Why happy clients beat wealthy ones

I’m really happy to be part of the executive driving the new Initiative for Financial Wellbeing.

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Chartered Financial Planners honoured at PFS Awards

Financial Planners and others from the financial sector were honoured at the PFS Awards last night. 

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Julie Lord: We planners forget how fortunate we are

I spent this half term in Poland with my youngest daughter who is studying philosophy and ethics and thought that she ought to visit a concentration camp to better understand some of her studies.

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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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