Experienced Financial Planner Tamsin Caine has shared some of the secrets of building a niche Financial Planning firm in the latest Financial Planning Today magazine. 

Chartered Insurance Institute chair Helen Phillips has urged members to take part in one of the professional body’s biggest consultation initiatives in its history.

The majority of Financial Planners expect some degree of remote working to continue over the next 12 months, according to our annual survey.

More Financial Planners are positive about the coming 12 months (86%) than were positive last year (83%) according to Financial Planning Today magazine’s annual Financial Planning Survey.