Financial Planner Sylvia Bentham CFP^CM believes expenditure questionnaires are key to delivering a good financial plan.

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Chris Jordan CFP^CM of Heron House Financial Management is proud to be a part of a growing IFP Accredited Financial Planning Firm^TM. Here he shares some ideas on best practice and business growth.

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The Institute of Financial Planning has announced four new members of the Accredited Financial Planning Firms register.

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The Institute of Financial Planning's first conference for Accredited Financial Planning Firms in London this week was well-received by delegates and enjoyed strong support from Accredited Firms. Read more...