Mark Harman: Financial Planners must look at the bigger picture
- Wednesday, 14 November 2018
- Comment
Regardless of a client’s personal circumstances, they are likely to have concerns about their financial future. As such, when clients seek financial advice for the first time, often their primary focus is on receiving guidance on how to invest money wisely, ensuring they get good returns for years to come.
Read more...Cashflow fin-tech start-up partners with Intelliflo
- Wednesday, 20 June 2018
- Articles
Cashflow modelling fin-tech start-up i4C has entered into a partnership with Intelliflo, a supplier of specialist online software for Financial Planners and mortgage advisers.
Read more...Fintech startup launches cashflow tool for planners
- Friday, 18 May 2018
- Articles
Fintech start-up i4C is set to officially launch a “revolutionary” cashflow modelling tool for Financial Planners designed to meet the latest regulatory demands.
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