financial planning

Firms can expand potential client bases

Number of UK CFP professionals continues to rise

Members include succession specialists from 7IM, MKC Wealth and Quilter

‘This inquiry is about fairness’

Also highlights ‘significant’ Bestinvest opportunity

UK Financial Planning Week 2026 runs from 26 January to 1 February

Francis Clark Financial Planning set up a white-label managed portfolio service for their clients, but as the effects of COVID-19 played out and markets stagnated, they realised they needed a change. Managing Director Chris Reah explains how they found the right solution.

Bridging the advisers-clients gap: How emotional intelligence can help build deeper trust with clients and better understand their financial goals

‘It should not be based on speculation, always plan on current legislation’

More than half want to secure their current and future investment gains