Chartered and Certified Financial Planner Sarah Lord, of Mazars LLP, was faced with a challenging case involving a British expat living in the US and explains how she solved it.

Chartered Financial Planner Donald Fraser FPFS, director at Capital Asset Management, revealed his client lessons and mistakes to avoid in a recent chat with Financial Planning Today magazine.

The latest issue of Financial Planning Today features an extended look at the platform sector, including the mixed picture of the last year and the monumental change it has undergone.

If I had a penny for every time someone asked me how I got into financial services I would be pretty rich by now.