Planning boss was asked to help finance ‘adult toys’ firm

The boss of a Bristol-based wealth firm has revealed the strangest client request he has ever dealt with – being asked to help finance an ‘adult toys’ business.

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How social media can help you find new clients in latest magazine

A double page feature on social media for Financial Planners, packed with practical tips from experts, is now available to all website users through the third issue of Financial Planning Today.

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Financial Planning Today magazine issue 3 out now

The third issue of Financial Planning Today, our new 40-page magazine, is now live online and available first to our email newsletter subscribers.  

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Financial Planning Today magazine issue 3 out soon

The third issue of Financial Planning Today, our new 40-page magazine, will be published this week and will be made available online first to our email newsletter subscribers.  

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