Daily Newsletter Sign-up

Register for Financial Planning Today website for FREE to view more stories and get our daily newsletters. Click on 2 stories to see Registration pop up.

Chloe Moran: From Paraplanner to Financial Planner – my journey

Although I fell into Financial Planning by chance, as soon as I understood the profession and the various roles I knew that my goal was to be a Financial Planner.

Read more...

Chloe Moran: Advice gap – opportunity or disaster?

A report published by Octopus Group at the beginning of August, reported that “almost a third (29%) of financial advisers polled said they expect to retire within the next five years, rising to 6 in 10 (58%) within the next ten.” This is “equivalent to more than 15,000 financial advisers leaving the profession out of a current total of over 26,600.”

Read more...

Chloe Moran: The importance of inter-generational planning

Financial Planning Today recently reported that a nationwide study for IFA network Openwork found just 15% of adults saw a Financial Planner regularly, with men more than twice as likely to receive support with their finances compared with women.

Read more...

Chloe Moran: Daily stresses of a Paraplanner

Financial Planning is a relatively unknown career path, and Paraplanning within that is even less well known. 

Read more...