Dan Atkinson: Financial Planning is in its prime

As June passes into July we not only have the peak of summer to look forward to, but Amazon Prime Day – so big it’s 2 days long!

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Paraplanners debate ethical Financial Planning dilemmas

Delegates at the CISI Paraplanner Conference, at the Crowne Plaza hotel, in Stratford-Upon-Avon, today took part in a lively interactive session looking at Financial Planning dilemmas.

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CISI Conference: From marine biology to Paraplanning

A Paraplanner explained this morning how she went from marine biology and oceanography studies to Paraplanning.

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Dynamic Planner Elements launches to UK Financial Planners

Dynamic Planner Elements has launched today to advice firms based across the UK.

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