Julie Lord: Planners need a succession plan
- Tuesday, 08 October 2019
- Comment
I got back recently from a holiday in Central America. I learned to scuba dive in the Bay Islands of Honduras and then flew north to explore Guatemala. A wonderful experience all round.
Read more...Financial Planning enjoying steady growth – study
- Friday, 30 August 2019
- Articles
Our 2019 survey has found a pattern of steady growth and stability for many Financial Planning firms, in contrast to wider turbulence in the UK economy and major upheaval in some sectors.
Read more...Oscar-winner talks about money matters to Financial Planner
- Monday, 05 August 2019
- Articles
Financial Planner Julie Lord recently caught up with double Academy Award winner Glenda Jackson to discuss money matters.
Read more...Julie Lord: ‘There is no advice gap’
- Thursday, 01 August 2019
- Comment
I’m annoyed about this! About it being all about us in the profession, apparently failing to address this crucial issue of the advice gap.
Read more...