Tuesday, June 27, 2023
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New: Financial Planning Today magazine


In a Special Feature we look at how a wave of litigation and regulatory action has dented confidence in the sector but, despite the odds, it continues to show resilience as acquirers move in.

The magazine, published every two months, is packed with features, comment and business tips for Financial Planners, Paraplanners and Wealth Managers.

To ensure you receive every issue of the magazine, subscribe now and get a whole package of benefits including uncapped access to Financial Planning Today website.

Our digital package includes access to our 5 Year Magazine library. Enjoy dozens of case studies, business-building articles and in-depth features to keep you up to date with the latest developments in the profession.

To subscribe, register or log in to the site and click ‘My Account’ for subscription options, including our premium quality print edition of the magazine.

Highlights in the issue include:

  • Soaring IHT bills – what they mean for clients’ families
  • Planner Casebook with Jane Martin of Atomos, advising a GP couple
  • The Client Hunter with Alex Caswell of Unividual revealing what he enjoys most about working with clients
  • Inside My Business with Vanessa Barnes of Hannay Wealth in London on what makes her firm different
  • Opinion from Life Planning guru George Kinder and Timebank founder Damian Davies
  • Investment comment from Daniele Antonucci of Quintet Private Bank and Jonathan Baltora of AXA IM
  • DFM Update and DFM listings with Fraser Donaldson of Defaqto
  • Plus: Our essential summary of recent key Financial Planning stories, job moves, news from the professional bodies and lots more.

• Financial Planning Today magazine is the only UK publication exclusively for Financial Planners and Paraplanners and is available in digital and print editions on subscription. For more details of subscription options click on ‘My Account’ on the website homepage (once you’ve registered for Financial Planning Today website – registering is free). Enjoy this free preview and then subscribe. 

> Subscribe now (cancel at anytime with the digital edition) or save with a 12 month subscription. Terms Apply.

 


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