Succession planning is vital to the ongoing success of a financial planning firm. Simoney Kyriakou speaks to those shortlisted at this year’s Personal Finance Awards to uncover their strategy
‘Colour Your World’ is the strapline for the Festival of Financial Planning 2022, so what can PFS members look forward to? Simoney Kyriakou takes a sneak peek
Simoney Kyriakou explores how the financial planning profession can identify and engage with the growing numbers of clients in vulnerable circumstances
Will the FCA pass the thorny issue of PII over to the Competition and Markets Authority – and would it make a difference? Simoney Kyriakou investigates