Monthly Archives: February 2012

XPlan enhancements improve adviser efficiency and client experience

Financial Services Partners has launched a suite of XPlan enhancements to assist their advisers deliver more comprehensive written advice to their clients and improve practice productivity. The enhancements include a new Statement of Advice (SoA) XPlan Wizard which incorporates more … Continue reading


CEO sets the pace for 2012

Financial Services Partners Chief Executive Officer (CEO), Charles Smith, confirmed the group’s strategic initiatives for 2012, which will focus on business protection and growth in a Future of Financial Advice (FoFA) environment, new dealer group terms and adviser recruitment. Mr … Continue reading