Chartered Financial Planner Donald Fraser FPFS, director at Capital Asset Management, revealed his client lessons and mistakes to avoid in a recent chat with Financial Planning Today magazine.

Chartered Financial Planner Hilary Schofield FPFS has been recognised as a ‘Power Returner’ for successfully forging a new career as a planner after a senior role in food manufacturing.

A Chartered Financial Planner says he has already begun to win client referrals from solicitors and accountants after achieving top marks in a trust and estates planning exam.

A Chartered Financial Planning firm has won the contract to advise Premium Bonds £1 million jackpot winners.