Financial Planners should build in compulsory ‘family updates’ from clients at each review meeting to kickstart the conversation on inter-generational wealth transfer, a leading Chartered Financial Planner has told Financial Planning Today.

A Financial Planner has told Financial Planning Today he believes the State Pension could be under threat of means-testing following the Government's decision to suspend the pensions triple lock for a year.

Wealth manager Walker Crips has boosted its Financial Planning division with a raft of hires for its new Southampton office.

Wealth manager Walker Crips has made three appointments to drive the growth of its wealth division including a Chartered Financial Planner.