Planners move beyond cost comparison for platform selection

Financial Planners are no longer using cost as the main factor when selecting platforms, according to evidence in the latest Platform Report in the current Financial Planning Today magazine.

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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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