Friday, 05 December 2014 15:40

My Business: By Julie Pipe CFPCM

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 CFPCM, co-owner of Argonaut PP.

Friday, 05 December 2014 14:50

My Business: By Ruth Sturkey CFPCM

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

Kusal Ariyawansa CFPCM 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 CFPCM for advice and guidance as they face an uncertain future.


Thursday, 28 August 2014 15:11

My Business: Dan Woodruff CFPCM

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 CFPCM 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.

Tuesday, 29 July 2014 14:30

Financial Planners embrace platform power

Written by

Platforms have gone from being optional to 'pivotal' for the profession, planners have told Financial Planner magazine for our latest quarterly survey.

Today is my birthday and as I write this article maybe it's the heat in the room but I am feeling rather philosophical, thinking about clients, planning, the meaning of life and so on, writes IFP President Rebecca Taylor FIFP, CFPCM.

Make a note in your diary that the IFP's 2014 Financial Planning Week consumer awareness campaign takes place from 23-29 November.

What do you want to see on the programme at your IFP branch next year? 2015 might seem a long way away but now is the time to get thinking.

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