Former IFP President pens book on wealth transfer

Longstanding Financial Planner Marlene Outrim is to publish a new book on intergenerational wealth transfer.

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Financial Planner moves to 4 day week 

UNIQ Family Wealth, a four-office Financial Planning firm based in Cardiff, is moving its staff to a four day working week to “protect” productivity and boost the mental health and wellbeing of staff.

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Making technology work for Financial Planners

Financial Planners are increasingly turning to technological solutions to help them better engage with clients or run their business more effectively.

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CISI event to explore relationships and money

An event held by the CISI, the Money Advice Service and Relate will look to explore relationships and money.

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