Bamford: The death of a client...and how to deal with it

One of my clients died on Saturday. She died peacefully at home, surrounded by family and loved ones. It was, as far as these things can be, a ‘good death’.

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Typical IFA website fails to update blogs for six months

IFAs have typically failed to update their blogs on their websites for six months at a time, according to research by a new adviser-focused media company founded by Chartered Financial Planner Martin Bamford.

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Bamford: Planners need a new approach for active older clients

Where would you like to live when you grow older? There’s a lot to consider. Will your home be manageable as you become older and perhaps less mobile?

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Chartered Financial Planner warns of ‘deepfake’ scams

Surrey-based Informed Choice, a firm of Chartered Financial Planners, is warning about the risks of an emerging video technology with the potential to cheat investors.

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