Phil Billingham: Financial Planning for vulnerable clients
- Tuesday, 19 March 2024
- Comment
Experienced Financial Planner Phil Billingham comments on client vulnerability challenges and shares some relevant ideas.
Read more...New Columnist: Phil Billingham on advising 'world citizens'
- Monday, 19 February 2024
- Comment
Experienced Financial Planner Phil Billingham launches a new column for Financial Planning Today looking at Financial Planning client topics, planning opportunities and views of the profession.
Read more...Financial Planner launches ‘World Citizen’ service
- Wednesday, 04 October 2017
- Articles
Chartered Financial Planning firm Perceptive Planning, a London-based company headed by well known planner Phil Billingham CFP, has launched a World Citizen service aimed at 12 million multi-jurisdiction clients.
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