financial planning

Alistair Cunningham, director of Wingate Financial Planning, says starting with a blank canvas has helped his firm embrace the changes RDR will bring

Financial life planners involved in Project Eve are looking to reverse perceptions of financial services and improve confidence in the sector.

Campbell Edgar, ex-consultant director at Andersen Charnley, says his exit from the firm was not caused by its sale to Collins Stewart.

Julie Darlington, director of regulation, 2plan Wealth Management, looks at how the complexities of the tax system impact pension planning.

Child Trust Funds (CTFs) could solve Britain's debt problem if linked with inheritance tax (IHT) as a part of a wider, inter-generational asset strategy, experts say.

Brooks Macdonald, the financial planning and asset management group, will pay an interim dividend for the first time this month as pre-tax profits almost doubled in the second half of 2009.

The number of certified financial planners globally has broken through the 126,000 mark to reach a record high.

The Institute of Financial Planning (IFP) is seeking to create a register of what it calls "genuine" financial planning firms that could benefit from a regulatory dividend and lower professional indemnity insurance (PII) costs.

Cathi Harrison started outsourcing group Para-Sols in 2009. She is based in the North East but has clients right across the country.

Arch Financial Planning has introduced a foreign exchange service on its website in order to boost its client proposition.