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Financial Planner holds staff 'away day' in a garden

A Financial Planning firm has taken advantage of the loosening of lockdown rules to hold its half yearly away-day staff meeting in a garden.


Two new firms join CISI's Accredited elite

The Chartered Institute for Securities & Investment says two new firms, including one run by Financial Planning Today columnist Nicola Watts, have become CISI Accredited Firms, an elite level of membership.


Leading Planner shares secrets of finding the right clients


A Financial Planner has revealed her tips for finding and retaining the right clients to help her business flourish.


'Most Paraplanner candidates didn’t technically hit mark'

The director of a Financial Planning practice says most candidates she recently considered for a Paraplanning job failed to “hit the mark technically” and were unable to apply knowledge to a real life scenario.

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