The growth of the Financial Planning sector in recent years has been rapid as many advisers have grasped the benefits of adopting a service focused on the long term needs of clients with the backing of a logical and sensible process
Whatever your style of advice, most advisers now borrow at least some of their core client servicing principles from the Financial Planning sector and what was once a small, niche service is rapidly becoming mainstream. The influence of the Retail Distribution Review and subsequent regularly comment has reinforced the growth of fee-based advice, free from the taint of commission.
In recent weeks a leading figure at the FCA has also voiced support for cashflow planning, a daily activity for many IFP members who are reviewing their clients financial needs.
Our new website will cover all aspects of the Financial Planning and Wealth Manament worlds from jobs moves to regulatory news, from controversy to breaking news. In the coming months we hope you'll find this an invaluable service. We'll be adding new features and sections on a regular basis and we hope you find our daily news service a valuable part of your daily information needs.
You can also keep up with events news, news from the burgeoning professional bodies in the secotor and even find a new job if you are looking for one.
I'll be writing a regular blog and will be joined soon by more bloggers and columnists.
Let me know what you think and what additional content you'd like to see on the site. You can email me at This email address is being protected from spambots. You need JavaScript enabled to view it..