You can read the May-Jun 2018 by clicking the link below:
FINANCIAL PLANNING TODAY MAGAZINE
The 40-page magazine includes news, features, comment and analysis of the Financial Planning profession and is aimed at Financial Planners, Paraplanners, Wealth Managers and IFAs. The content includes exclusive insights from leading Financial Planners, including several talking about how they have built and grown their businesses. The magazine contains a wealth of professional knowledge.
Key Features in the latest issue include:
• An exclusive Q&A with planner Al Rush about his fight for justice for the victims of the BSPS pension transfer debacle
• Stories about MoneySavingExpert.com founder Martin Lewis' legal battle with Facebook, details of a financial adviser jailed for sexual assault and more.
• A 5 page Special Report on how leading Financial Planners and Paraplanners are using the latest business tech to engage with clients
Plus:
• Inside My Business: Acumen Financial Planning's Sandy Robertson talks about his work-life balance, his inspirations and his fiercely independent approach to business.
• Planner Casebook - Mike Walker, of Prest Financial Planning, looks at a real-life case involving a HNW couple looking to tackle major Inheritance Tax challenges.
• Client Hunter tips from Nicola Watts, who looks at finding new clients and keeping existing ones engaged
• Investment Insiders talk Brexit
• Columns from leading Financial Planner Julie Lord, PFS chief executive Keith Richards, CISI head of Financial Planning Jackie Lockie, senior Paraplanner Chloe Moran and other key commentators
• DFM news and listings
Editor Kevin O’Donnell said: ”With a wealth of professional knowledge, Financial Planning Today magazine is fast becoming an essential read for the best Financial Planners and Paraplanners.
"We know many readers find the sharing of professional expertise by top planners in the magazine to be invaluable. We very much appreciate our expert contributors.”
The latest issue is available here: