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.


Prestwood offers ‘gamification’ to help planners’ exit strategies

Prestwood, best known as provider of Financial Planning cashflow modelling software Truth, is to encourage planners to consider ‘gamification’ techniques to improve their businesses and help develop exit strategies.


Ex-IFP chief: My love for Financial Planning still strong 30 years on

Former IFP President Julie Lord, Chartered & Certified Financial Planner & Chartered Wealth Manager, has reached the 30 year mark in her career. Below, she writes about her experiences to date, reflecting on her three decades in Financial Planning and explaining why she is just as enthusiastic now as ever before.

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