Jamie Lowe, director and Financial Planner at True Self Wealth, has shared with Financial Planning Today what inspired him to set up a new Financial Planning firm focused on LGBTQ+ clients after transitioning gender to become a trans person.

Wealth management skills have become core for Financial Planners as the profession moves upmarket.

The former President of the Institute of Financial Planning (now part of the CISI) Marlene Outrim has shared some of her secrets to building enduring relationships with clients with Financial Planning Today magazine.

No day is ever the same - our clients are different; their needs and goals are different; their circumstances are different and often subject to change with little or no warning.