Julie Lord: Planners should set the example to clients

The Julie Lord column

Over the years I have helped many people to think about how they might like to live out the remainder of their days and to organise their financial affairs to give them the best chance of living their dreams and having a purposeful life.

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Financial Planning Today magazine's latest issue is out now

The latest issue of Financial Planning Today, our new 40-page magazine for Financial Planners and Paraplanners, is now live online to all readers.  

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Latest DFM listings for Financial Planners released

The latest DFM listings for Financial Planners have been published, showcasing more than 190 discretionary propositions.

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Cashflow helps Financial Planner rescue credit crunch clients

An Accredited Financial Planning Firm has revealed how cashflow modelling and comprehensive Financial Planning proved ‘life changing’ for a couple whose business was severely hit by the credit crunch.

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