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The holistic Financial Planning firm run by family of 4

When it comes to family run businesses, it could be hard to beat Chartered Financial Planning firm Unividual.


Chartered planner launches insurance broking service

A Chartered Financial Planner’s firm is widening the services it provides to clients by moving into insurance broking.


‘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.

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