Six in ten Financial Planners expect to see an increase in assets under advice despite over half seeing their firms’ growth plans disrupted by the Coronavirus pandemic, according to new research.

Last week I attended the CISI Financial Planning Annual Conference and this week, as part of my duties as branch president of our local CISI branch, I was delighted to help in the hosting of a round-table discussion.

In January 2017 I set myself a target that I would only be working a four day week and that I would be having the school holidays off. We work so hard to help our clients achieve their goals – this was one for me, time for myself every week and time with my girls during the holidays.

Expanding Northern Ireland Financial Planning firm AKFP is repeating last year’s successful month-long office closure trial to encourage staff to work remotely.