Julie Lord: It's time to make your own financial plan

Another year arrives and with it another opportunity to gear up your business for spectacular client service; sensational staff engagement; brilliant personal fulfilment; clarification and targeting of some amazing goals and dreams as well as turning in a splendid profit.

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Julie Lord: Good Financial Planning's enemy is bad spending

When I was considering what to write for my column, I thought you might be interested in hearing about the “No Spend Challenge” at Magenta.

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Julie Lord: Why fancy cars are no measure of true wealth

I went to a financial seminar recently and on returning to the car park at the end of the day, the number of fancy cars got me thinking about measuring success and whether the Financial Planning community is as bad at coveting material things to demonstrate success, as some of our clients are.

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Financial Planning Week aims to ‘make dreams happen’

As part of Financial Planning Week, which kicked off yesterday, UK consumers are being offered free personal Financial Planning sessions worth up to £500 with the theme to “make dreams happen.”

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