Chartered Financial Planners: Our take on election fall out

Leading Financial Planners say that the Conservatives recently dwindling fortunes in the polls meant that the election result was far from the shock some experts have said and that a Conservative-led coalition remains likely to try to push through current financial reforms as best it can.

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Watts: Why I re-branded my Financial Planning firm

In late 2015 we made the decision to rebrand our business Jane Smith Financial Planning.

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Watts: Beginning of end for Certified Financial Planner?

I wrote early in 2017 about my hopes for the industry, and touched on unifying Financial Planning and Paraplanning communities, and how any future merger of the PFS and the CISI might give Paraplanners a voice.

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Nicola Watts: Financial Planners face FCA red tape nightmare

As the owner of a small financial planning practice I have been asking myself how on earth is a small business going to cope with a looming bureaucratic red tape nightmare?

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