The holistic Financial Planning firm run by family of 4

When it comes to family run businesses, it could be hard to beat Chartered Financial Planning firm Unividual.

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‘Dreadful year’ client rescued by Chartered planner’s cashflow plan

A Chartered Financial Planner who created his own cashflow modelling software has described how he used his expertise in this area to rescue the finances of a client who had been through a ‘dreadful year’.

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Financial Planners report their client numbers are soaring

Financial Planners’ client numbers are soaring, with more than half increasing their totals by between 10% and 25% or more in the last year.

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Julie Lord: Planning firms must adapt service for older clients

Former Institute of Financial Planning President Julie Lord writes in her latest column for Financial Planning Today magazine that planners are facing a challenge to serve an increasing number of clients aged 80 and above.

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