New MD at Informed Choice as Bamford steps down

Informed Choice has announced the appointment of Shelley McCarthy as its new managing director.

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Dan Atkinson: Financial Planning Week is opportunity to engage

“Plans can break down. You cannot plan the future. Only presumptuous fools plan. The wise man steers.” ― Terry Pratchett, Making Money

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CISI 2019: 60% of clients will fire parents’ planner

Delegates at the CISI Financial Planning Conference in Birmingham today heard how 60% of clients would fire their parents’ Financial Planner.

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Newsmakers: Richard Allum on Paraplanning and Powwows

 

Welcome to a new feature on Financial Planning Today called Newsmakers where Financial Planning Today catches up with the people making headlines in the Financial Planning and Paraplanning professions.

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