Prestwood urges mandatory cashflow modelling for pensions

Prestwood has called for the introduction of “mandatory” cashflow modelling to be used in retirement planning to tackle mis-selling.


Wales Financial Planning firm to expand next year

A South Wales based Financial Planning firm set up by Chartered Financial Planner Julie Lord is to expand its business next year as the company celebrates its first birthday.


Financial Planning firm launches ‘tool-kit’ for millenials

A Financial Planning firm has launched a new 'toolkit' to help millennials ‘poorly served’ by the advice sector to plan their financial futures.


Julie Lord takes live public quizzing on Financial Planning

Former Institute of Financial Planning president Julie Lord will field questions from the public today about Financial Planning as part of a campaign to raise consumer awareness.

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