From probation officer to Financial Planner
- Thursday, 06 January 2022
- Articles
The former President of the Institute of Financial Planning (now part of the CISI) Marlene Outrim has shared some of her secrets to building enduring relationships with clients with Financial Planning Today magazine.
Read more...Former IFP President pens book on wealth transfer
- Thursday, 25 November 2021
- Articles
Longstanding Financial Planner Marlene Outrim is to publish a new book on intergenerational wealth transfer.
Read more...Financial Planner moves to 4 day week
- Tuesday, 23 November 2021
- Articles
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.
Read more...Making technology work for Financial Planners
- Friday, 07 June 2019
- Features
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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