The IFP board has appointed Ian Leech as its second 'independent' director with effect from December 2013.
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Saturday, 01 March 2014 12:30
Real life case study: Michael Smith helps untangle couple's complex finances
Written by JamesMichael Smith CFPCM of Chamberlyns helps an IT entrepreneur cope with a new business challenge and a complex set of personal finances that need to be moved on to the right track.
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The FCA's PS 13/1 included the recognition that platforms are not "ancillary to the activity of managing investments for the retail client".
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The early adopters of platforms quickly learnt almost 10 years ago that "you get what you pay for."
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A Financial Planning Day has been added to the programme of 2014 events.
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The IFP's second estate planning CPD workshop takes place in Bristol on Tuesday 21 January.
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The exclusive Accredited Financial Planning FirmsTM conference takes place on Thursday 6 March 2014 following a dinner on Wednesday 5 March.
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For 2014, Surrey Branch members will be welcoming two new branch chairmen who will be sharing the honours as Keith Churchouse CFPCM and Simon Hewitt of Chapters Financial are taking over from Wesley Harrison CFPCM.
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Monday, 13 January 2014 16:52
Investing to benefit society grabs the attention of Northern Ireland members
Written by James
The last meeting of Northern Ireland Branch members for 2013 took place in November, with guest speaker Gavin Francis of Worthstone. Gavin covered Social Impact Investing, reports branch chairman Robert Stephenson CFPCM.
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Monday, 13 January 2014 16:42
Sustainable Investing comes under the spotlight for IFP Cotswold members
Written by James
IFP Cotswold branch met in October on the theme of Sustainable Investing, reports Diane Weitz CFPCM.
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