Parmenion provides investment solutions to advisers, combining our award winning online platform-based administration with discretionary fund management capabilities.
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In the latest Letter from Redcliff Street, Sue Whitbread, Communications Director Institute of Financial Planning, looks at getting the most of IFP membership.
With 2014 almost at the half way stage, what's your plan for the rest of the year?
With 2014 almost at the half way stage, what's your plan for the rest of the year?
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Each year there is an opportunity for CFPCM professionals to put themselves forward to serve on the IFP board as a director, which is a voluntary position.
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IFP branch chairmen do a fantastic job. They volunteer to support the development of the profession by organising meetings in 22 regions across the UK.
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Cotswold branch welcomed Damien Rylett from Brunel Capital Partners which Damien set up with colleagues in 2011 to provide lifestyle Financial Planning, writes branch chairman Diane Weitz CFPCM.
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For the fourth consecutive year, IFP has conducted its annual Paraplanner survey, designed to provide further insight into this important role in the Financial Planning profession.
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Friday, 04 July 2014 17:17
Capital colleagues take appetite for debate to noodle bar
Written by James
The IFP London Branch achieved almost record attendance in May when Paul Resnik of FinaMetrica and Bruce Moss of eValue explored the future direction of regulatory travel on client risk profiling, writes Abraham Okusanya CFPCM.
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Friday, 04 July 2014 17:14
Bristol branch's groundbreaking Budget brainstorm with Barry
Written by James
Bristol branch welcomed Barry Foster of Axa Wealth talking on tax planning for 2014/15 and also compliance specialist Adam Samuel.
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Vanguard is an investment company not quite like any other. Vanguard was founded in the United States in 1975 on a simple but revolutionary idea: that an investment company should manage the funds it offers in the sole interest of its clients.
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IRESS, the leading global financial services technology provider, is looking forward to working with the IFP community as a new corporate member.
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Friday, 13 June 2014 15:44
Could you be the first ever CFPCM Professional of the Year?
Written by James
With over 1,000 CFP professionals now practicing the UK, have you got what it takes to become the IFP's CFP professional of the year 2014?
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There was a distinct sporting theme to the South Wales branch meeting in March, with two notable Welsh Rugby professionals in tow, reports Gemma Davies CFPCM.
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Representatives from the 25 affiliates of Financial Planning Standards Board (FPSB) met for the bi-annual council meeting in Istanbul. President Rebecca Taylor FIFP, CFPCM and IFP CEO Steve Gazzard CFPCM represented the UK.
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March and April saw many excellent sessions taking place across the IFP branch network.
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Friday, 13 June 2014 15:33
'Generation is incredibly mistrusting of institutions that got us into financial crisis'
Written by James
I was delighted to be invited to be part of Generation Austerity Debate with amongst others Steve Bee, Simon Read and Vivi Friedgut of Blackbullion, writes Chris Williams. Inspired by MRM'S second annual Young Money Report into the attitudes of Britain's twentysomethings – "Generation Austerity", we considered the hopes and fears of a generation that has known almost nothing in their working lives but recession and economic gloom.
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Friday, 13 June 2014 15:27
'Dry as toast' topic turned into something surprisingly informative
Written by James
The one day IFP Conference on Ethics held in London on 1st April was a tremendously helpful and encouraging day, reports Andrew Snowden CFPCM of Snowden Financial.
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