The loss of a loved one can destablise a family. In our most recent Planner Casebook, Carla Brown FPFS of Oakemere Wealth helps a widow cope with family illness which led to bereavement.

We’ve just published the latest issue of Financial Planning Today magazine, the sister publication to Financial Planning Today website. It contains some excellent features and content as ever but one poignant article in the magazine, a case study, reminded me of just how crucial Financial Planning can be.