‘Dreadful year’ client rescued by Chartered planner’s cashflow plan

A Chartered Financial Planner who created his own cashflow modelling software has described how he used his expertise in this area to rescue the finances of a client who had been through a ‘dreadful year’.


Financial Planner husband and wife lose plea over FCA ban

A husband and wife who ran a Financial Planning business before being banned by the FCA have lost a bid to unveil documents related to the case against them.


Financial Planners report their client numbers are soaring

Financial Planners’ client numbers are soaring, with more than half increasing their totals by between 10% and 25% or more in the last year.


Planning firm's challenge features ex-England star

A three time Ashes winning ex-England cricket star has joined a Financial Planning firm’s nine-day 850-mile cycle challenge.

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