The latest regulated advice market data from the FCA reveals how private equity money has begun to reshape the Financial Planning sector as bigger firms become more prominent.

Consistency in Financial Planning and advice helps maintain trust and ensure clients stay with your business, according to Chartered Financial Planner Barra Gorman.

Over 400 financial services firms have signed up to support the Treasury’s Women in Finance Charter but there are signs the progress women have made into moving into more senior positions is beginning to plateau.

Many female clients prefer to speak to a woman when it comes to their Financial Planning, according to Certified Financial Planner Gretchen Betts.