Gareth Rees CFPTM, Chartered MCSI partner at Accredited Financial Planning FirmTM Epoch Wealth Management, talks about how love played a part in setting him on the planning path.
The lowest price may not always be the best deal and that’s just as true of the platform sector as it is of any other - but how important are the other platform selection criteria?
Real life case study: Emotions run high for client couple
Bradley Hayden
Matthew Aitchison CFPTM Chartered MCSI, managing director of Clear Vision Financial Planning, deals with the case of a family who wanted to boost their quality of life and time spent together.
Plans for a “single clear definition of financial advice” were outlined in the Budget and the Financial Advice Market Review and it’s clear that steps will now be taken to achieve this aim, potentially a pivotal moment for the financial advice sector.
Real Life Case Study: Richard Watkins CFPCM of Close Brothers
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Richard Watkins CFPCM explores the risks for a successful business owner concerned that if the business turns sour he has little to fall back on. Is he exposing his family to too much risk?
Platforms prepare for a year of opportunity and challenge
Written by James
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Real Life Case Study: Parminder Bains CFPCM Principal of PSB Wealth LLP
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Parminder Bains CFPCM explains how he opened the eyes of a fund manager who was unused to being challenged over her investing decisions. He aimed to help her achieve her ambitions to travel widely and also to make her dream of helping an elephant sanctuary become a reality.
What resources are Financial Planners using to select funds?
Written by James
Each month we speak with a leading Financial Planner to ask them to share best practice and how they built their company. This issue David Norton Award 2014 runner up Huw Jones CFPCM talks about how he developed Proposito into a formidable Financial Planning firm.