Flexible working and digital tools key for advisers

Flexible working and digital transformation were the key focuses for financial advice businesses surveyed by the Personal Finance Society and Chartered Insurance Institute in March.


Exclusive: Kingswood to continue flexible working

David Lawrence, chief executive for wealth management at Financial Planner Kingswood, has spoken exclusively to Financial Planning Today for our latest Newsmakers interview on how the Coronavirus pandemic has changed working practices at the firm and its acquisitions pipeline for 2021.


Financial Planner staff quit office for whole of July

Northern Ireland-based Financial Planner AKFP's staff will once again work remotely for the whole of this month.


Nicola Watts: Financial Planning is a sharing community

Last week I attended the CISI Financial Planning Annual Conference and this week, as part of my duties as branch president of our local CISI branch, I was delighted to help in the hosting of a round-table discussion.

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