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  • Julie Lord of Magenta Financial Planning

    Julie Lord: We planners forget how fortunate we are

  • Julie Lord of Magenta Financial Planning

    Julie Lord: Why happy clients beat wealthy ones

  • Faster, smarter, better

    Financial Planners' Covid-19 tech revolution

  • Two business partners used a SSAS to plan ahead

    Planner Casebook: A SSAS for 2 business partners

  • Riders on the platform storm

    Planners want better platform / back-office integration

  • Financial Planning employers are expecting to pay higher salaries

    Shortage of skilled planners pushing up salaries

  • Nick Eatock spoke exclusively to Financial Planning Today Magazine

    A new digital era of advice – Intelliflo

  • 112 respondents took part in Financial Planning Today’s 2021 online survey during June 2021

    Increasing regulatory cost biggest hurdle for Planners

  • Julie Lord of Magenta Financial Planning

    Julie Lord: We should feel privileged to help clients

  • Marlene Outrim

    From probation officer to Financial Planner

  • Financial Planners are increasingly working with wealthier clients

    Wealth management skills core for Financial Planners

  • Jamie Lowe

    Exclusive: Transitioning helped me find my Planner voice

  • Gretchen Betts and some of her team from Magenta Financial Planning

    Female clients prefer to work with other women

  • An article in the latest edition of Financial Planning Today looks at female representation in senior management in the financial services sector.

    Women’s progress in finance slows

  • Barra Gorman, Chartered Financial Planner at Foursquare in Belfast

    Barra Gorman: Consistency key to client retention

  • Number of firms and individuals by firm size

    PE money 'reshaping' the advice sector FCA data shows

  • Keith Churchouse

    Keith Churchouse: Own your business ethic

  • We asked readers who they felt about the Financial Planning and Paraplanning professions over the next 12 months

    Planner confidence hit as cost of living crisis bites

  • We asked readers who they felt the PFS is promoting the Financial Planning profession

    Only 1 in 4 Planners consider PFS performing well

  • We asked readers which descriptor best describes their primary role

    Planners diversify to offer wider services - survey

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