Monday, 13 January 2014 16:51
Growing South Wales Branch enjoys tips and insights from leading 'dragons'
Written by James
The rapidly growing South Wales IFP Branch enjoyed a wide range of speakers at its last meeting of 2013, held in November.
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IFP Member News
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Monday, 13 January 2014 16:47
Australia experience taught me much about business development, says Taylor
Written by James
In October I was fortunate enough to attend the inaugural Financial Planning Association of Australia's congress in Sydney, reports Rebecca Taylor FIFP, CFPCM, IFP President.
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Relocating the IFP office at the start of the year provided an excellent opportunity to review the brand identity of the IFP, reports marketing manager Ryan Haylock.
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IFP Member News
Monday, 13 January 2014 16:41
Connecting with consumers – Financial Planning Week 2013
Written by James
The IFP was delighted to see the fantastic efforts made by so many planners during the sixth Financial Planning Week campaign which took place in late November.
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Monday, 13 January 2014 16:41
Make the most of being an IFP member by supporting a branch
Written by James
Circulated with this issue of Financial Planner is your copy of the IFP branch programme for 2014. Now is the time to check out what's happening at your local branch and put the dates in your diary.
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IFP Member News
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Monday, 13 January 2014 16:39
IFP Board aims to give IFP members more value in 2014
Written by James
The IFP senior management team met with the IFP Board for its annual two day strategy meeting on Sunday and Monday in early December to discuss strategic plans for all aspects of IFP services.
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IFP Member News
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Chancellor George Osborne believes a UK recovery is gaining pace but what do the investment experts think? And what about prospects globally? Sally Hamilton talks to some investment specialists.
Monday, 13 January 2014 15:47
Adviser pioneers new US model aiming to reach the 'regular' masses
Written by James
Finding new ways to service the mass market with affordable Financial Planning has been an aspiration in the US and the UK. Sheryl Garrett CFP® is one of the pioneers of a new us model aiming to reach the mass affluent.
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Insight & Analysis
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Monday, 13 January 2014 15:13
Real life case study: Pete Matthew of Jacksons Wealth Management aids an abused spouse
Written by James
Pete Matthew CFPCM, managing director, Jacksons Wealth Management, helps a divorcee fearing the future to begin to see she is better off than she thinks and a decent retirement is achievable.
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Insight & Analysis
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Each month Financial Planner asks a leading professional to share best practice from their business and the story of how they - and their colleagues - built the company.
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Insight & Analysis
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