‘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’.

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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.

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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.

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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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