Leading Planner shares secrets of finding the right clients

 

A Financial Planner has revealed her tips for finding and retaining the right clients to help her business flourish.

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Nicola Watts: Just flogging pensions is not enough

I read with interest the article online at Financial Planning Today which stated that the results of a recent Aegon study showed that 38% of respondents were not confident about their ability to retire comfortably and were unprepared in terms of pensions and saving to fund their retirement.

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Nicola Watts: DB Pensions and the PI Challenge – are we in trouble?

Towards the end of last year I was invited to sit as part of a panel at a conference - a discussion on defined benefit pensions.

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Leading Planner calls for reform of FSCS with risk-based levy

A leading Financial Planner has spoken out about the growing compensation bill for failed adviser firms which use ‘phoenixing’ (a new company name) to relaunch themselves.

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