Julie Lord: Certified Financial Planner is ‘Chartered PLUS’
- Thursday, 08 June 2017
- Articles
The Julie Lord column
So the debate has been raging about whether Chartered Financial Planner or Certified Financial Planner is more useful.
Read more...Adviser: How I dealt ‘head on’ with resentful DB clients
- Monday, 05 June 2017
- Articles
The founder of a Lancashire adviser firm has told Financial Planning Today Magazine how she dealt ‘head on’ with two disgruntled clients.
Read more...The Financial Planning firm with a beach in the office
- Tuesday, 30 May 2017
- Articles
Financial Planning Today magazine has gone inside the business built by Bestinvest’s founder John Spiers.
Read more...Pete Matthew reveals top apps for Financial Planners
- Friday, 26 May 2017
- Articles
Pete Matthew has told Financial Planning Today magazine his 11 most essential smartphone apps that planners should aim to get hold of.
Read more...