Financial Planning firm recruits 3 new Paraplanners

Financial Planning firm Pareto has expanded its team with the appointment of three new Paraplanners.

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New MD at Informed Choice as Bamford steps down

Informed Choice has announced the appointment of Shelley McCarthy as its new managing director.

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Dan Atkinson: Financial Planning Week is opportunity to engage

“Plans can break down. You cannot plan the future. Only presumptuous fools plan. The wise man steers.” ― Terry Pratchett, Making Money

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Guest Column: Why clients are more tech-savvy than you think

I’ve just bought my dad an Echo dot for his 73rd birthday. He loves it. He’s also signed up to Netflix, stays in touch by WhatsApp and ‘likes’ everything I post on Facebook, writes Tessa Lee, MD of moneyinfo.

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