Planner’s retirement rescue for seriously ill client
- Thursday, 22 June 2017
- Articles
A Financial Planner has told FP Today magazine how he helped a client achieve his retirement goal after he had suffered serious illness.
Read more...Chartered Financial Planners: This tech boosts our business
- Thursday, 08 June 2017
- Articles
Chartered Financial Planners have told Financial Planning Today magazine what types of technology they use to boost their efficiency at work.
Read more...Julie Lord: Certified Financial Planner is ‘Chartered PLUS’
- Thursday, 08 June 2017
- Articles
The Julie Lord column
So the debate has been raging about whether Chartered Financial Planner or Certified Financial Planner is more useful.
Read more...Adviser: How I dealt ‘head on’ with resentful DB clients
- Monday, 05 June 2017
- Articles
The founder of a Lancashire adviser firm has told Financial Planning Today Magazine how she dealt ‘head on’ with two disgruntled clients.
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