Leading Chartered and Certified Financial Planner Warren Shute is to launch a new coaching programme “for planners, by planners.”

Wiltshire-based Lexington Wealth Management has gained CISI Accredited Financial Planning Firm status.

Financial Planners, Paraplanners, IFAs, wealth managers and other professionals at these firms surveyed for our annual State of the Financial Planning Profession Survey were overwhelmingly positive about current and future prospects.

After celebrating 23 years in Financial Planning this year, I realise there are some clients who you just get along with, you hit it off on day one and as far as you’re concerned, life is good. However, I am sure there are others who you struggle to really get to know? You just don’t have that same connection with! You could be speaking in different languages. Maybe you are?