Real Life Case Study: Richard Watkins CFPCM of Close Brothers
Don't deleteRichard Watkins CFPCM explores the risks for a successful business owner concerned that if the business turns sour he has little to fall back on. Is he exposing his family to too much risk?
Platforms prepare for a year of opportunity and challenge
Written by JamesReal Life Case Study: Parminder Bains CFPCM Principal of PSB Wealth LLP
Don't deleteParminder Bains CFPCM explains how he opened the eyes of a fund manager who was unused to being challenged over her investing decisions. He aimed to help her achieve her ambitions to travel widely and also to make her dream of helping an elephant sanctuary become a reality.
What resources are Financial Planners using to select funds?
Written by James2014 has been an eventful year, busy, at times frantic, but as always there has been a lot of learning and a lot of laughter along the way.
Each month we speak with a leading Financial Planner to ask them to share best practice and how they built their company. This issue David Norton Award 2014 runner up Huw Jones CFPCM talks about how he developed Proposito into a formidable Financial Planning firm.
Globetrotting IFP president meets Chinese counterparts
Written by JamesPublished October 2014
I'm just back from the FPSB council meeting in Shanghai. It's always useful to meet up with our counterparts from other global territories to discuss the subjects we're all so passionate about – Financial Planning and CFP certification.