In this exclusive Column for Financial Planning Today, Amyr Rocha Lima, chairman of the CISI Financial Planning Forum Committee, explains why he believes history lessons are crucial for planners.

In an exclusive column for the latest issue of Financial Planning Today Magazine, Nitu Mehra, founder of i-Paraplan, talks about the reasons she decided to launch her own business.

Considering how you would like to be treated at a sensitive time can make the difference in helping clients cope with estate planning issues following bereavement, according to Financial Planner Simon Bonnett of Chartered Financial Planners Becketts.

In this exclusive Guest Column for Financial Planning Today, Caroline Stuart of Sparrow Paraplanning looks at differing views of Paraplanners.