The Review

Chips off the table

With financial advisory businesses being bought by consolidators and absorbed into a larger model, should business owners be looking at this as an opportunity or a threat? Here’s what to look out for
by Gill Wadsworth

Four financial planning resolutions for 2020

The turn of the year is always a good time for reflections and resolutions. Here, we remind ourselves of some of the insights shared at the 2019 Financial Planning Conference and consider what they tell us about the priorities for financial planners in the year ahead
by Eila Madden

Fintech and vulnerable clients

Jacqueline Lockie CFP™ Chartered FCSI, CISI head of financial planning, looks at the potential impact of advancing technology on vulnerable clients

Home is where the heart is

Lifetime mortgages are an option for asset-rich, cash-poor clients who might be struggling to fund later life objectives. Where does consideration for them fit into a financial planner’s relationship with clients?
by Gill Wadsworth

My business: Financial freedom

Peter Montague, Chartered FCSI, CEO at Montage Wealth Management, set up the firm with the goal of helping clients achieve the freedom of financial independence
by Jane Playdon

The latest print edition of The Review is out now

A peek at the latest hard copy of The Review

Retirement planning – far more than number crunching

How does our identity change when we retire? And what does this mean for paraplanners putting together a financial plan? Jacqueline Lockie CFP™ Chartered FCSI, CISI head of financial planning, considers some recent research

Financial Planning Gala Awards 2019

The CISI’s Financial Planning Gala Awards were held on Monday 30 September 2019 at the Hilton Birmingham Metropole. Attendees donated around £5,500 to MQ Mental Health Research Charity. Congratulations to all the winners!

Financial Planning Week 2019: Plan well to live well

Consumers in England, Scotland, Wales and Northern Ireland are being encouraged to start their autumn with a free, personal finance guidance session worth up to £500 during Financial Planning Week 2019, 7-11 October

My business: Financial planning, not financial selling

Quentin McCormick CFP™ Chartered FCSI, managing director at Pavis Financial Management, on the value of long-term financial planning and the importance of using the right tools
by Jane Playdon

Playing by the PROD rules

In the next print edition, PROD rules come under the spotlight and Rory Percival, founder of Rory Percival Training and Consulting and former technical specialist at the FCA, gives his insight on what advisers need to act on. Here's a preview
by Gill Wadsworth