Financial Planning

Choosing a career in Financial Planning?

The work of NextGen Planners, alongside Universities offering Financial Planning degree courses now, means that there is a whole new generation of Financial Planners entering the industry.  Younger people deliberately making the career choice from the off! How weird...

AI – threat or opportunity for Financial Planning?

Financial advice is facing new competition. Advancing Artificial Intelligence (AI) means that it really won’t be long before we can tap our situation into an app, and it will tell us how to invest our money to meet our objectives tax efficiently.   In fact, I heard...

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