Planner Casebook: Helping a HNW client with £10m windfall
- Monday, 02 October 2023
- Articles
Robin Melley, Chartered Financial Planner and founder of Matrix Capital in Shropshire, shares how he helped a retiring CEO with a £10m windfall in the latest edition of Financial Planning Today magazine.
Read more...Casebook: Death of an entrepreneur
- Monday, 21 August 2023
- Articles
Chartered Financial Planner Ian Cook of Quilter writes in the latest issue of Financial Planning Today magazine about how he helped a widow in Scotland in her early 50s plan for the future after the tragic, untimely death of her entrepreneur husband.
Read more...Staffing a key challenge for Planner firm growth
- Friday, 18 August 2023
- Articles
The recruitment and retention of staff is one of the biggest challenges faced by expanding firms, according to Financial Planners.
Read more...CISI's Amyr Rocha Lima: Flexing retirement income muscle
- Wednesday, 09 August 2023
- Articles
In this guest column, Amyr Rocha Lima, chair of the CISI’s Financial Planning forum, looks at a different approach to flexible retirement income. This column first appeared in the July-August issue of Financial Planning Today magazine.
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