It seems a lot of firms are looking for new Paraplanners.
Read more ...Joanna Hague Column: The hunt for Paraplanners
- Monday, 09 May 2016
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The George Kinder Column: Delivering Freedom for Clients
- Thursday, 05 May 2016
- Comment

Financial advice has to do with delivering freedom into client lives rather than organizing financial structures and selling products. It’s about the client. Our Certified Financial Planning designation requires that we place the clients’ interests first, not our products or services. Too often what is called “financial advice” is really sales talk, all about the product – or occasionally, in our case, about spreadsheets and services.
Read more ...Welcome to our new daily news service for Financial Planners
- Monday, 21 September 2015
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A very warm welcome to our new website, Financial Planning Today - a service for all professional Financial Planners, Paraplanners, Wealth Managers and IFAs.
Read more ...Moret Blog: It's Sipps Nigel but not as we know them
- Monday, 13 July 2015
- Comment

And so as the dust settles on April’s seismic changes to the pensions regime what can the Sipp market expect from a new Government and new Pensions Minister.
Read more ...John Moret: MPAA cutback - "another swipe at pensions relief"?
- Monday, 13 July 2015
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Showing my age, one of my all time favourite Motown songs is: “The world is like a great big onion” by Marvin Gaye and Tammi Terrell. I am reminded of this classic at every budget or autumn statement because our pensions world has been growing like an onion – with layer upon layer of complexity added almost every time the Chancellor gets to his feet.
Read more ...All eyes turn to Celtic Manor for IFP annual conference
- Monday, 16 June 2014
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What should Financial Planners consider when choosing a platform?
- Thursday, 15 August 2013
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Why we chose careers in Financial Planning
- Tuesday, 23 July 2013
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Comment: How we got ready for RDR
- Wednesday, 28 November 2012
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Real life case study: Martin Bamford of Informed Choice
- Wednesday, 25 April 2012
- Comment
Martin Bamford CFPCM of Informed Choice helps solve a family's estate planning conundrum.
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