The latest edition of Financial Planning Today magazine, our popular publication for Financial Planners, Paraplanners, Wealth Managers and IFAs, has been published and is available to read online.

Financial Planning Today website and magazine is offering you a chance to have your say on the health and direction of the Financial Planning profession.

A former IFP President believes any ‘fence sitters’ who have been unwilling to accept the merger with the CISI “will return to the fold”.

Treating clients as if they were a family member is one of the keys to retaining them and having long term relationships.