Guest Column: Freeing Paraplanners to grow

There are heaps of events for Paraplanners nowadays; high quality seminars, conferences and roadshows, many of which are specifically created by and for Paraplanners, writes Caroline Stuart.

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Dan Atkinson: Putting clients on the right track

Starting is hard. Starting from scratch with a blank canvas is surprisingly scary and suddenly every distraction known to man is much more exciting. How you start isn’t irrelevant, but that you do start is crucial.

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Guest Column: Vulnerable clients need protection

It was good to see the Guidance Consultation from the FCA on the fair treatment of vulnerable clients that has recently been published.

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Nicola Watts: A more diverse Financial Planning profession

As a firm, I’m delighted that my firm has this month signed up to the Women in Finance Charter, committing to supporting the progression of women into senior roles.

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