Chartered Planner lucky to be alive after heart treatment

A Chartered Financial Planner is lucky to be alive after undergoing life-saving treatment following heart complications. 

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Chartered Financial Planner’s cashflow firm hits £50bn milestone

Cashflow modelling firm CashCalc announced a 54% increase in funds under calculation during the first six months of 2018

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Planner's swipe at Unbiased as he launches rival directory

A Chartered Financial Planner has accused IFA directory service Unbiased of letting down the public as he prepares to launch his own nationwide adviser directory to compete with Unbiased.

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