USEFUL WEBSITES AND FURTHER READING

Websites

Wealthpartner: dedicated website for readers of The Financial Times Guide to Wealth Management. You can download a range of templates, tools and questionnaires to assist you with creating your own plan. You can also sign up for a free wealth planning update service.

Institute of Financial Planning: official website for the professional body that awards and monitors the international Certified Financial Planner CM (CFP) and Accredited Financial Planning Firm accreditations. Online searchable registry of Accredited Financial Planning Firms in the UK is available at www.financialplanning.org.uk/wayfinder

Findanadviser: consumer website of the Personal Finance Society – the professional body that awards ...

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