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.
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