Policeman turned Planner becomes cashflow tool creator

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.


Platform problems: Planners outline their frustrations

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


Platforms: Planners unhappy with poor service levels

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


Chartered planner Darren Cooke reveals client finding tips

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

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