My business: Carolyn Gowen of Bloomsbury
- Monday, 18 July 2016
- Insight & Analysis
Carolyn Gowen CFPTM Chartered FCSI reveals how she achieved her dream of a life in France while still managing to help run a Financial Planning business in England.
Read more...My Business: Gareth Rees of Epoch Wealth Management
- Monday, 27 June 2016
- Insight & Analysis
Gareth Rees CFPTM, Chartered MCSI partner at Accredited Financial Planning FirmTM Epoch Wealth Management, talks about how love played a part in setting him on the planning path.
Read more...My Business: Huw Jones CFPCM
- Monday, 05 January 2015
- Insight & Analysis
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 CFPCM talks about how he developed Proposito into a formidable Financial Planning firm.
Read more...Financial Planner attacks high cost and threat of "excessive red tape"
- Tuesday, 23 December 2014
- Articles
A Financial Planner has attacked "excessive red tape" and regulation in the advice sector, saying it poses a threat.
Read more...