Julie Lord: Planners need a succession plan

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

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

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’

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...