Planning Tools
Best Practice | 16 Oct 25
Conquest Planning and FP Canada launch new course for financial advisers
The ‘Conquest Ready’ course trains advisers in financial planning processes
Financial planning | 2 Oct 25
NuWealth rebrands as Quilter Invest
Follows its acquisition by Quilter in 2024
Latest news | 2 Sep 25
Skybound Wealth launches lifestyle and cashflow modelling tool
Functionality allows clients to visualise their financial future through an interactive roadmap.
Latest news | 6 Aug 25
Parmenion launches withdrawals dashboard to support advisers
In response to adviser demand
Latest news | 3 Jul 25
Pension pots falling short among high net worth individuals
A pot of at least £1.5m is needed to achieve an annual income of £43,900.