Planner’s retirement rescue for seriously ill client

A Financial Planner has told FP Today magazine how he helped a client achieve his retirement goal after he had suffered serious illness.

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Chartered Financial Planners: This tech boosts our business

Chartered Financial Planners have told Financial Planning Today magazine what types of technology they use to boost their efficiency at work.

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Julie Lord: Certified Financial Planner is ‘Chartered PLUS’

The Julie Lord column

So the debate has been raging about whether Chartered Financial Planner or Certified Financial Planner is more useful.

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Adviser: How I dealt ‘head on’ with resentful DB clients

The founder of a Lancashire adviser firm has told Financial Planning Today Magazine how she dealt ‘head on’ with two disgruntled clients.

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