Nicola Watts: The power of Financial Planning

A recent meeting with a client really brought it home to me the impact that we, as Financial Planners, can have on our clients.

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Editor’s Comment: A shiver down planners' spines

 

Financial Planning Today’s story this week revealing that more than 600 ‘ambulance chaser’ firms had applied to the FCA for authorisation will have sent shivers down the spine of many planners, IFAs and wealth managers.

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Dan Atkinson: Tax planning is all year round

It seems natural to write about the tax year end and ‘ISA season’ at this time of year.

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Guest Column: Retirement Outcomes Review just the start

The FCA’s recent Retirement Outcomes Review was a very welcome and thought-provoking paper. The report will result in a number of changes for the industry and it will be interesting to see which direction the FCA goes in its final review.

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