A Financial Planning firm has taken advantage of the loosening of lockdown rules to hold its half yearly away-day staff meeting in a garden.

The Chartered Institute for Securities & Investment says two new firms, including one run by Financial Planning Today columnist Nicola Watts, have become CISI Accredited Firms, an elite level of membership.

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

The director of a Financial Planning practice says most candidates she recently considered for a Paraplanning job failed to “hit the mark technically” and were unable to apply knowledge to a real life scenario.