Daily Newsletter Sign-up

Register for Financial Planning Today website for FREE to view more stories and get our daily newsletters. Click on 2 stories to see Registration pop up.
Wednesday, 30 May 2012 14:22

My Business: Chris Bowmer

Each month Financial Planner asks a leading Financial Planner to share his or her best practice from their business and tell the story of their company. This issue we talk to Chris Bowmer CFPCM of Accredited Financial Planning Firm Fortitude Financial Planning in Northamptonshire.

Wednesday, 30 May 2012 14:14

IFP Conference 2012

With just six months to go until the UK’s biggest Financial Planning event, plans are being finalised at IFP HQ to ensure it lives up to delegates ever increasing expectations. This year will be the 25th IFP conference and the event will take place from 1-3 October at the five star Celtic Manor Resort in South Wales.

Wednesday, 25 April 2012 11:08

My Business: Chris Jordan

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

Years of surveys have shown that consumers value the personal touch and want an adviser who recognises their individual needs and characteristics. This demand for ‘personalisation’ relates not only to clients’ assets but also to their gender.

I am not sure that I have ever posed this question to any of my clients: “Do you trust me?”It’s a given. It is implicit in all our dealings with each other and has been since the day we opened the doors in May 2000.

Monday, 19 March 2012 16:58

My Business: Ben Westaway

Each month Financial Planner will be interviewing a leading planner to ask him or her to share best practice from their business. This month we talk to Ben Westaway CFPCM of Jessop Financial Planning in Sheffield.

Towards the end of 2011, Financial Planners might have been excused for dreading the onset of 2012. This was not because of the economic chill sweeping Europe or because of predictions from the pundits but because the year ahead would mark the countdown to the much anticipated Retail Distribution Review on 1 January 2013.

Wednesday, 29 February 2012 15:01

My Business: David Crozier

Each month Financial Planner will be interviewing a leading Financial Planner to ask him or her to share best practice. This month we talk to David Crozier CFPCM of Navigator Financial Planning.

Planning for 2012’s Financial Planning Week in November has already begun after the success of the initiative last year.

Daily polls for the Institute for Financial Planning’s consumer- focused Financial Planning Week 2011 raised challenging points about consumers’ attitudes to finances. The polls, conducted by YouGov in association with NS&I, questioned over 2,000 people.

Page 3 of 4
 Promote your vacancy to thousands of professionals on Financial Planning Jobs  
Our specialist jobs service Financial Planning Jobs can help you reach nearly 12,000 financial professionals. You can set up an Employer Profile and post your job the same day on Financial Planning Jobs (terms apply). Dozens of Financial Planning and Paraplanning firms have used our affordable service to recruit new talent.
Offer: Use code 'FPJSaver10' on checkout to save 10% on your listing. Click for details:
Copyright © 2024 Financial Planning Today. All Rights Reserved.