01 May 2018
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Rory Percival: "Over the last five years or so, cashflow planning has moved from being a niche activity, with the purist financial planners, to being pretty much mainstream."
Consultant and former Financial Conduct Authority (FCA) technical specialist Rory Percival is to launch a best practice guide for advisers using cashflow planning tools.
Percival (pictured) said he decided to launch the guide as the use of cashflow planning had become more mainstream and he expected more regulatory focus on the area as a result. "Over the last five...
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