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  • Julie Lord of Magenta Financial Planning

    Julie Lord: ‘There is no advice gap’

  • Unividual

    Chartered Planner academy sees surge in applicants

  • Survey reveals breadth of Financial Planners’ business

  • Julie Lord of Magenta Financial Planning

    Julie Lord: Planners need a succession plan

  • Belmayne partners, Jon Stevens and Martin Birch took on the Sheffield Ten 10 Ten for the firm’s chosen charities

    Financial Planners brave mud and rain for good causes

  • Clever

    Financial Planning fintech firm launches PROD MiFID II guide

  • Julie Lord of Magenta Financial Planning

    Julie Lord: We planners forget how fortunate we are

  • Delegates gather ahead of last night's PFS Awards

    Chartered Financial Planners honoured at PFS Awards

  • Julie Lord of Magenta Financial Planning

    Julie Lord: Why happy clients beat wealthy ones

  • Financial Planning Today Magazine

    Planners move beyond cost comparison for platform selection

  • Women in Finance Charter logo

    Planner firms sign up for Women in Finance Charter

  • Advisers say coping with no face-to-face meetings with clients has been a challenge

    Advisers missing face-to-face contact with clients - research

  • Good Money Week 2020

    Financial Planner seminar for ‘Good Money Week’

  • Chancellor Sunak

    Budget 2021: Planners positive on mostly benign Budget 

  • Financial Planners need 4 key skills to be effective

    Global survey ranks 4 key skills for Planners

  • Julie Lord of Magenta Financial Planning

    Julie Lord: We should feel privileged to help clients

  • Laura Crow, regional manager at Acumen Financial Planning

    Scottish firm Acumen recruits five Financial Planners

  • PFS website

    PFS launches 2023/24 awards for Financial Planners

  • Belmayne partner, Martin Birch (right) with new recruits, John Lomax (left) and Andrew Boulton (centre)

    Belmayne recruits 2 new Financial Planners

  • Heather Hopkins of NextWealth

    Planners younger and more ambitious than advisers

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