Like many Financial Planners, we use cash flow modelling in our business, writes Chartered Financial Planner Martin Bamford.

Magenta Financial Planning, the new firm led by ex-IFP President Julie Lord, has launched.

Cashflow modelling will be the backbone of a new Financial Planning firm, its managing director says.

Listening to clients that decide to leave can provide “massively useful insights”, a Financial Planner says.