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  • Prestwood offers workshops to maximise business with entrepreneurs

    Paul Etheridge, chairman of Prestwood

  • Cashflow modelling-IFP President impresses

  • Advisers missing out on cashflow modelling benefits

    Nick Cann

  • Real life case study: John Rook of Kench & Co

    John Rook CFPCM

  • Real life case study: Pete Matthew of Jacksons Wealth Management aids an abused spouse

    Damien Rylett of Brunel Capital Partners

  • Cumbrian coterie converges to consider clients' care and cash-flow conundrum

  • Ex-IFP President Lord to guest at Prestwood roadshows

    Prestwood director Julie Lord

  • Ex-IFP chief's fears over 'proper' cashflow modelling

  • Ex-IFP President: See another adviser if you don't value cashflow model

    Julie Lord

  • Planner: Listening to clients who leave offers great insight to improve

    Chris Daems

  • Cashflow model to be backbone of new Financial Planning firm

    Julie Lord, above right, will run Magenta Financial Planning in a joint venture with Gretchen Betts, above left

  • New Financial Planning firm launched by ex-IFP chief

    Julie Lord, above right, will head up Magenta Financial Planning in a joint venture with Gretchen Betts, above left

  • Martin Bamford: Cashflow modelling not essential

    Martin Bamford CFPTM Chartered MCSI FPFS

  • Prestwood to unveil ‘next generation’ cashflow software

    Paul Etheridge, Prestwood chairman

  • 22% say cashflow model NOT key for true Financial Planning

  • Cashflow modelling deal: Transact and Prestwood team up

    Paul Etheridge, chairman of Prestwood

  • Steve Martin: My heart sinks at cashflow modelling doubters

  • Planner exam entrants mistaken over cashflow requirements

    Financial Planning Today magazine - second issue

  • Julie Lord: Some advisers long way off understanding cashflow

    Julie Lord CFPTM, former IFP President

  • Martin Bamford: After ‘intimate’ IFP, CISI underwhelms me

    Martin Bamford CFPTM Chartered MCSI FPFS

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