- Tuesday, 19 April 2022
Jamie Lowe, director and Financial Planner at True Self Wealth, has shared with Financial Planning Today what inspired him to set up a new Financial Planning firm focused on LGBTQ+ clients after transitioning gender to become a trans person.Read more...
- Wednesday, 09 March 2022
Wealth management skills have become core for Financial Planners as the profession moves upmarket.Read more...
- Thursday, 06 January 2022
The former President of the Institute of Financial Planning (now part of the CISI) Marlene Outrim has shared some of her secrets to building enduring relationships with clients with Financial Planning Today magazine.Read more...