Thursday, 11 December 2014 15:30

My Business: Damien Rylett

Written by

Each month we speak with a leading Financial Planner to ask them to share best practice and discuss their company. Damien Rylett, who is the new IFP events and conference committee chairman, reflects on how he went about moulding his firm Brunel Capital Partners.

Friday, 05 December 2014 15:40

My Business: By Julie Pipe CFPCM

Written by

Each month Financial Planner interviews a leading Financial Planner or Paraplanner to ask them to share best practice from their business and the story of how they built their company. This issue we talk to Paraplanner Julie Pipe CFPCM, co-owner of Argonaut PP.

Friday, 05 December 2014 14:50

My Business: By Ruth Sturkey CFPCM

Written by

Each month Financial Planner asks a leading Financial Planner to share best practice and discuss their company. Ruth Sturkey CFPCM
 tells how she built up IFP Accredited Firm Red House Consulting, 
a substantial boutique Financial Planning business.

Kusal Ariyawansa CFPCM helps a young couple, who had reached a crossroads in their lives, to sort out their finances and consider some inter-generational wealth planning.

Thursday, 28 August 2014 15:57

Real Life Case Study: Darren Lloyd Thomas CFPCM

Written by

A retired couple are concerned about their shrinking investment portfolio. They turn to Financial Planner Darren Lloyd Thomas CFPCM for advice and guidance as they face an uncertain future.

 

Thursday, 28 August 2014 15:11

My Business: Dan Woodruff CFPCM

Written by


Each month Financial Planner asks a leading planner to share best practice and how they built their firm. In this issue we talk to Dan Woodruff CFPCM who set up Woodruff Financial Planning in 2003 in Colchester, Essex.

Friday, 01 August 2014 13:47

Technical Update: Target Risk Funds

Written by

Risk is defined differently by many people but understanding it goes to the root of most investment decision.

Tuesday, 29 July 2014 14:30

Financial Planners embrace platform power

Written by

Platforms have gone from being optional to 'pivotal' for the profession, planners have told Financial Planner magazine for our latest quarterly survey.

Divorce is regarded as a significant life event, often considered on a par with bereavement, both from an emotional point of view and in terms of planning for a future without any financial burden. In this latest case study for Financial Planner Magazine, Gemma Davies CFPCM explores how she helped a woman going through divorce.
Monday, 07 July 2014 14:26

My Business: Steve Martin of Smart Financial

Written by

Each month Financial Planner asks a leading planner to share best practice and how they and their colleagues built the firm.

Page 3 of 12
FINANCIAL PLANNING JOBS - Advertise your vacancy from £99 ex VAT
Reach 12,000+ professionals by advertising your vacancy with us. Set up an account and post your job the same day. Big savings for advertising 2 or more vacancies.
Special Offer: Use code 'FPJSaver10' on checkout to save on selected packages. Click for details:
jobs.financialplanningtoday.co.uk/