Top 10 Financial Planner tips on finding and retaining clients

Half a dozen leading Financial Planners have revealed their best practice on how best to find and retain clients in the latest Financial Planning Today magazine.

Read more...

Latest issue of Financial Planning Today magazine published




The latest edition of Financial Planning Today, our magazine for the profession, has been published and is now available to read online.

Read more...

Latest Financial Planning Today magazine out now

The latest digital edition of Financial Planning Today, our 40-page magazine for Financial Planners and Paraplanners, has now been published and is available online.  

Read more...

Chartered firm calls Paraplanners ‘Financial Planning assistants’

The definition of a Paraplanner and whether there should be a new standard for Paraplanning has been a hotly debated subject for some while.

Read more...
FINANCIAL PLANNING JOBS - Advertise your vacancy from £99 ex VAT
Reach 12,000+ professionals by advertising your vacancy with us. Set up an account and post your job the same day. Big savings for advertising 2 or more vacancies.
Special Offer: Use code 'FPJSaver10' on checkout to save on selected packages. Click for details:
jobs.financialplanningtoday.co.uk/