Julie Lord: Planners need a succession plan

I got back recently from a holiday in Central America. I learned to scuba dive in the Bay Islands of Honduras and then flew north to explore Guatemala. A wonderful experience all round.

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Financial Planning enjoying steady growth – study

Our 2019 survey has found a pattern of steady growth and stability for many Financial Planning firms, in contrast to wider turbulence in the UK economy and major upheaval in some sectors.

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Oscar-winner talks about money matters to Financial Planner

Financial Planner Julie Lord recently caught up with double Academy Award winner Glenda Jackson to discuss money matters.

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Julie Lord: ‘There is no advice gap’

I’m annoyed about this! About it being all about us in the profession, apparently failing to address this crucial issue of the advice gap.

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