As part of the “paraplanning giving back” initiative born by Dan Atkinson, I thought I would jot down a few useful excel tricks that few people know.
Be sure to share your Excel tricks and tips using #PPXLTricks
By Sian Ulia Davies Cole CFPᵀᴹ MCSI Chartered ALIBF Here at Plan Works, we take our whole-of-market
By Kimberley Malin DipPFS Cert CII (MP) Investing in small, unlisted and higher-risk companies makes a VCT
By Kimberley Malin DipPFS Cert CII (MP) Have you ever watched Dragons’ Den, where entrepreneurs are seeking
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