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 CFP^CM talks about how he developed Proposito into a formidable Financial Planning firm.

Published 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.

What an exciting time of the year, wasn't Conference fantastic again. The buzz at the annual conference never ceases to amaze me, the speakers, the late nights and early morning.

Each month we speak with a leading Financial Planner to ask them to share best practice and discuss their company. Damien Rylett, who is the new IFP events and conference committee chairman, reflects on how he went about moulding his firm Brunel Capital Partners.

Each month Financial Planner interviews a leading Financial Planner or Paraplanner to ask them to share best practice from their business and the story of how they built their company. This issue we talk to Paraplanner Julie Pipe CFP^CM, co-owner of Argonaut PP.

Each month Financial Planner asks a leading Financial Planner to share best practice and discuss their company. Ruth Sturkey CFP^CM tells how she built up IFP Accredited Firm Red House Consulting, 
a substantial boutique Financial Planning business.

Kusal Ariyawansa CFP^CM helps a young couple, who had reached a crossroads in their lives, to sort out their finances and consider some inter-generational wealth planning.

A retired couple are concerned about their shrinking investment portfolio. They turn to Financial Planner Darren Lloyd Thomas CFP^CM for advice and guidance as they face an uncertain future.

Each month Financial Planner asks a leading planner to share best practice and how they built their firm. In this issue we talk to Dan Woodruff CFP^CM who set up Woodruff Financial Planning in 2003 in Colchester, Essex.

Risk is defined differently by many people but understanding it goes to the root of most investment decision.