New issue of Financial Planning Today magazine out now
The latest issue of Financial Planning Today magazine is now available and is packed with tips and insights for Financial Planners, Paraplanners, Wealth Managers and IFAs.
To read the Jan-Feb edition of our premium professional publication click the cover below or this link: https://bit.ly/2ZdVXWz
Highlights in this issue include:
• Wealth Management - why Financial Planners are targeting wealthier clients
• Interview: FSCS interim CEO Martyn Beauchamp on changes at the body
• Planner Casebook: Andrew Gilmore of Active FP helps two pension savers get a handle on their retirement options
• Client Hunter: Jessica Chantler FPFS of Quilter FA on finding new clients
• Inside My Business: Anick Sharma FPFS on his new post-Consumer Duty Financial Planning firm
• Plus comment from leading planners including Phil Billingham and emotional intelligence guru James Woodfall and our unique DFM/MPS Update with Fraser Donaldson of Defaqto.
Subscribe: To ensure you receive every issue (published every two months) sign up for a Digital Subscription package now or upgrade to a Premium Subscription (including our glossy print magazine). Click on 'My Account' on our website homepage for details once you are signed in as a registered reader. If you are not yet registered, click on a story or two to see the registration pop up. Registering takes a few seconds.
• Don't forget you can let any relevant colleagues and fellow financial professionals know about the magazine by passing on this story. Note that Financial Planning Today is for financial professionals only.