Martin Bamford: After ‘intimate’ IFP, CISI underwhelms me
- Thursday, 27 October 2016
- Comment
After a couple of enjoyable visits to the Celtic Manor in 2014 and 2015, I didn’t attend the CISI Financial Planning Conference this year. It’s hard to put my finger on the precise reason why.
Read more...Concerns over govt plan for unified money advice service
- Monday, 10 October 2016
- Articles
A new government body offering money and pensions guidance and debt advice to consumers is to be set up to provide a one-stop source for personal finance advice.
Read more...Martin Bamford: Cashflow modelling not essential
- Tuesday, 13 September 2016
- Comment
Like many Financial Planners, we use cash flow modelling in our business, writes Chartered Financial Planner Martin Bamford.
Read more...CFP pro becomes Chartered Wealth Manager
- Wednesday, 18 November 2015
- Articles
A Certified Financial Planner says he has “completed the circle” after adding Chartered Wealth Manager to his list of titles.
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