Mark Harman: Financial Planners must look at the bigger picture

Regardless of a client’s personal circumstances, they are likely to have concerns about their financial future.  As such, when clients seek financial advice for the first time, often their primary focus is on receiving guidance on how to invest money wisely, ensuring they get good returns for years to come.

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Cashflow fin-tech start-up partners with Intelliflo

Cashflow modelling fin-tech start-up i4C has entered into a partnership with Intelliflo, a supplier of specialist online software for Financial Planners and mortgage advisers.

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Fintech startup launches cashflow tool for planners

Fintech start-up i4C is set to officially launch a “revolutionary” cashflow modelling tool for Financial Planners designed to meet the latest regulatory demands.

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