Two Financial Planning firms reveal merger details

Two leading Financial Planning firms have exclusively told Financial Planning Today magazine the story behind their recently announced merger.

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‘Cashflow model only way to assess client’s risk’

 

Cashflow modelling is the “only authentic way” to assess a client’s risk.

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DB transfer changed my client's life for the best, Chartered Financial Planner reveals

 

A client who suffered a devastating car accident shows how DB transfers can change lives for the better, a Chartered Financial Planner says.

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Planners: Our ‘greatest challenge’ is data law change

Major changes to data protection rules will be Financial Planners’ ‘greatest challenge’ this year and is bigger than many have anticipated, planners have said.

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