Advice process

Laura Miller asks: what is financial advice’s problem with attracting more women and how can it be fixed?

Niki Patel of Technical Connection takes a detailed look at the benefits of wills and IHT planning

Liz Booth speaks to winners of this year’s PFS Personal Finance Awards

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

The PFS POWER Financial Planning Practitioner Panel unveils a new approach for financial planning

Fiona Nicolson reports on the aftermath of the UK government’s September mini-Budget

Aamina Zafar examines why one annual review is good enough for most clients, even in the current climate

Caroline Stuart outlines the goals for her  PFS presidency

John Woolley outlines key changes concerning financial advice from the Autumn Budget

Kerry Drysdale examines the benefits of using a cashflow tool in supporting goals-based financial planning