Wellbeing campaign signs up first corporate partner
- Monday, 13 July 2020
- Articles
The not-for-profit Initiative for Financial Wellbeing (IFW) - set up by Financial Planning entrepreneur Chris Budd - has signed up Aegon as its first ‘founder partner’ member.
Read more...Industry experts to advise MAPS on strategy
- Thursday, 28 May 2020
- Articles
Senior executives from finance, consumer rights, research and technology have joined a new body designed to provide industry input to the government-backed financial guidance body MAPS.
Read more...Planners launch Institute of Financial Wellbeing
- Wednesday, 25 September 2019
- Articles
Financial Planning firm founder and client wellbeing advocate Chris Budd and industry colleagues have launched the Institute of Financial Wellbeing.
Read more...Julie Lord: It's time to make your own financial plan
- Tuesday, 12 February 2019
- Comment
Another year arrives and with it another opportunity to gear up your business for spectacular client service; sensational staff engagement; brilliant personal fulfilment; clarification and targeting of some amazing goals and dreams as well as turning in a splendid profit.
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