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.
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.
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.
Real Life Case Study: Kusal Ariyawansa of Appleton Gerrard
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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.
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.
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.
Risk is defined differently by many people but understanding it goes to the root of most investment decision.
Platforms have gone from being optional to 'pivotal' for the profession, planners have told Financial Planner magazine for our latest quarterly survey.
Real life case study: Gemma Davies of Uniq Family Wealth
Written by James
Each month Financial Planner asks a leading planner to share best practice and how they and their colleagues built the firm.
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Mr and Mrs Walker were a retired, wealthy couple, aged 76 and 78. They have one grown up daughter, Miss Walker who is not dependent on Mr and Mrs Walker but helps organises their finances.
