Julie Lord: Planning firms must adapt service for older clients
- Wednesday, 19 July 2017
- Articles
Former Institute of Financial Planning President Julie Lord writes in her latest column for Financial Planning Today magazine that planners are facing a challenge to serve an increasing number of clients aged 80 and above.
Read more...Financial Planning Today magazine's new issue is out now
- Tuesday, 18 July 2017
- Articles
The latest issue of Financial Planning Today, our new 40-page magazine for Financial Planners and Paraplanners, is now live online to all readers.
Read more...Newell Palmer buys Stafford Financial Planning firm
- Tuesday, 11 July 2017
- Articles
West Midlands-based Financial Planning firm Newell Palmer has added to its growing client base with the purchase of Wright Financial Planning.
Read more...LIVE: A day in the Life of Financial Planning
- Friday, 30 June 2017
- Articles
Welcome to the Financial Planning Today all-day blog providing coverage of "A Day in the Life of the Financial Planning Profession”.
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