This month sees the launch of the prestigious Financial Planner of the Year Awards 2012.
The March meeting of Cotswold branch was hosted by Zurich in their splendid offices in Bishop’s Cleeve, near Cheltenham.
The IFP Scotland branch has operated a new format this year running a meeting in Glasgow over lunch and then another in Edinburgh early evening. So far this has proven to be a success.
In April, the IFP began its national PR campaign aimed at highlighting the benefits of Financial Planning and, in particular, the services of CFPCM professionals and Accredited Financial Planning FirmsTM, to consumers.
Annette Kinsman from Succession Advisory Services gave East Anglia branch an “absolutely outstanding” presentation on building relationships with solicitors and accountants. Her detailed knowledge was second to none, writes branch chairman Chris Adams CFPCM.
IFP President Marlene Shalton FIFP, CFPCM was warmly welcomed to speak at the Bristol branch March meeting.
As an IFP member you’ll appreciate the value of attending meetings at any of the IFP’s 22 regional branches. Local branches enable members in each region to share ideas and network, as well as to benefit from formal presentations and seminars on key Financial Planning topics.
Cazenove Capital is pleased to sponsor the IFP, supporting its efforts to help members deliver a service which puts your clients’ interests first.
Independent Health Care Solutions Limited is delighted to become a new IFP sponsor.