Parminder Bains CFP^CM 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.

2014 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 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.