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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Financial Planning firm celebrates anniversary with expansion

A Financial Planning firm is celebrating its two-year anniversary and has hired a new Paraplanner to expand its team. 

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Wales Financial Planners win gender equality award

Magenta Financial Planning in Bridgend, South Wales, has been awarded Exemplar Employer ‘Leading’ status by gender equality charity Chwarae Teg for its efforts to improve its workplace culture and practices.

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