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...
Partner Insight: Continuing the Architas education series for clients.
What made financial headlines over the weekend?
290,000 already affected
Putting the tech into protection
Square Mile’s series of informal interviews