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Newsmakers: PFS President Sarah Lord on levy fees crisis

New Personal Financial Society President Sarah Lord FPFS has spoken exclusively to Financial Planning Today about the work the professional body is doing to tackle rising FSCS levy fees and her thoughts on what makes Financial Planners special.


PFS appoints Succession’s Sarah Lord as President

The Personal Finance Society has appointed Sarah Lord FPFS, chief client officer at Succession Wealth, as President for 2020-21.


Succession exec joins Mattioli for Financial Planning push

Wealth manager and SIPP firm Mattioli Woods has recruited Mark Stokes from Succession Wealth as its new business and acquisition development officer.


Planner Casebook: A complex divorce case with a twist


Helping clients hit by divorce can be a hugely challenging role for Financial Planners but one recent case tackled by an experienced Financial Planner underlined the value of good advice.

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