Financial Planner shares solution to tricky Chicago expat case

Chartered and Certified Financial Planner Sarah Lord, of Mazars LLP, was faced with a challenging case involving a British expat living in the US and explains how she solved it.


NEW: Latest Financial Planning Today magazine is published

Leading Financial Planning business entrepreneur and author Chris Budd talks about how he has made his staff the boss in the latest issue of Financial Planning Today magazine which is now published.


Mazars acquires Chartered Planning firm from Embark

Mazars, the professional services firm, is to acquire Chartered Financial Planning business RCL Consultancy Limited from retirement solutions provider The Embark Group.


Ex-Financial Planner joins a million in Brexit call to PM

A former Financial Planner has urged Theresa May to “limit the damage and discouragement of Britain’s small business owners” as a Brexit deal is forged.

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