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Julie Lord: Why happy clients beat wealthy ones

I’m really happy to be part of the executive driving the new Initiative for Financial Wellbeing.

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A very Merry Christmas from Financial Planning Today

A very Merry Christmas to all our readers, advertisers and supporters from Financial Planning Today.

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You can now get unlimited access to Financial Planning Today website and its sister digital magazine for less than £50 for 12 months - under £1 a week. 

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Julie Lord: We planners forget how fortunate we are

I spent this half term in Poland with my youngest daughter who is studying philosophy and ethics and thought that she ought to visit a concentration camp to better understand some of her studies.

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