An ex-policeman who changed career to become a Chartered Financial Planner has revealed how he made the switch before going on to set up an increasingly popular cashflow planning tool.

Financial Planning professionals have outlined a whole range of improvements they want to see made by platforms.

Financial Planning professionals have bemoaned platforms’ poor service levels and called for the operators to make improvements.

Chartered Financial Planner Darren Cooke says fellow planners should prioritise keeping the clients they already have, rather than seeking new ones.